ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $529,396 | -3.7% | 3,284 | -9.3% | 0.06% | -4.6% |
Q1 2023 | $549,651 | +0.6% | 3,622 | -3.8% | 0.06% | -9.7% |
Q4 2022 | $546,321 | +9.0% | 3,766 | -3.4% | 0.07% | -5.3% |
Q3 2022 | $501,000 | -6.2% | 3,898 | +0.3% | 0.08% | -3.8% |
Q2 2022 | $534,000 | -14.4% | 3,885 | -3.1% | 0.08% | -3.7% |
Q1 2022 | $624,000 | -17.2% | 4,008 | -16.7% | 0.08% | -18.0% |
Q4 2021 | $754,000 | +22.0% | 4,811 | +13.1% | 0.10% | +12.4% |
Q3 2021 | $618,000 | -21.5% | 4,255 | -20.2% | 0.09% | -7.3% |
Q2 2021 | $787,000 | +161.5% | 5,332 | +150.2% | 0.10% | +92.0% |
Q1 2021 | $301,000 | +21.4% | 2,131 | +9.9% | 0.05% | -3.8% |
Q4 2020 | $248,000 | -99.6% | 1,939 | +221.0% | 0.05% | +48.6% |
Q3 2020 | $70,462,000 | +5.5% | 604 | 0.0% | 0.04% | -5.4% |
Q2 2020 | $66,772,000 | +14.9% | 604 | 0.0% | 0.04% | 0.0% |
Q1 2020 | $58,135,000 | -26.8% | 604 | 0.0% | 0.04% | -22.9% |
Q4 2019 | $79,456,000 | – | 604 | – | 0.05% | – |
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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% |