ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324,295 | -4.6% | 2,108 | 0.0% | 0.08% | -3.7% |
| Q2 2023 | $339,789 | +4.1% | 2,108 | -2.0% | 0.08% | -2.4% |
| Q1 2023 | $326,284 | +8.9% | 2,150 | +4.1% | 0.08% | +2.4% |
| Q4 2022 | $299,715 | +2624.7% | 2,066 | +2359.5% | 0.08% | +1950.0% |
| Q3 2022 | $11,000 | -96.1% | 84 | -95.9% | 0.00% | -94.6% |
| Q2 2022 | $284,000 | -11.8% | 2,066 | 0.0% | 0.07% | -11.9% |
| Q1 2022 | $322,000 | -0.6% | 2,066 | 0.0% | 0.08% | -3.4% |
| Q4 2021 | $324,000 | +8.0% | 2,066 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $300,000 | -1.6% | 2,066 | 0.0% | 0.09% | -3.3% |
| Q2 2021 | $305,000 | +4.5% | 2,066 | 0.0% | 0.09% | +3.4% |
| Q1 2021 | $292,000 | +10.6% | 2,066 | 0.0% | 0.09% | +3.6% |
| Q4 2020 | $264,000 | +13.8% | 2,066 | 0.0% | 0.08% | +2.4% |
| Q3 2020 | $232,000 | -49.2% | 2,066 | -51.1% | 0.08% | -56.4% |
| Q2 2020 | $457,000 | +12.6% | 4,222 | 0.0% | 0.19% | -13.4% |
| Q1 2020 | $406,000 | – | 4,222 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scottrade Investment Management | 1,975,903 | $187,632,000 | 25.96% |
| HOME FEDERAL BANK OF TENNESSEE | 461,553 | $43,829,000 | 25.70% |
| Miracle Mile Advisors, LLC | 521,000 | $49,474,000 | 12.35% |
| Valmark Advisers, Inc. | 4,755,045 | $451,539,000 | 11.28% |
| Regal Wealth Group, Inc. | 120,233 | $11,417,000 | 10.36% |
| FIRST HAWAIIAN BANK | 576,446 | $54,739,000 | 9.33% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 343,316 | $32,134,000 | 8.54% |
| LVZ, Inc. | 212,461 | $20,175,000 | 8.28% |
| ETF Portfolio Partners, Inc. | 98,696 | $9,372,000 | 7.47% |
| APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 121,012 | $11,491,000 | 7.37% |