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 | $152,643 | -4.6% | 992 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $159,935 | +6.3% | 992 | +0.1% | 0.09% | -3.1% |
| Q1 2023 | $150,400 | +4.8% | 991 | +0.2% | 0.10% | -8.5% |
| Q4 2022 | $143,540 | +13.0% | 989 | +0.4% | 0.11% | +12.8% |
| Q3 2022 | $127,000 | -5.9% | 985 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $135,000 | -11.8% | 985 | +0.1% | 0.10% | +5.6% |
| Q1 2022 | $153,000 | -0.6% | 984 | +0.2% | 0.09% | +5.9% |
| Q4 2021 | $154,000 | +62.1% | 982 | +49.7% | 0.08% | +49.1% |
| Q3 2021 | $95,000 | -15.9% | 656 | -14.2% | 0.06% | -16.2% |
| Q2 2021 | $113,000 | +5.6% | 765 | +0.8% | 0.07% | -4.2% |
| Q1 2021 | $107,000 | +10.3% | 759 | 0.0% | 0.07% | +1.4% |
| Q4 2020 | $97,000 | +14.1% | 759 | +0.7% | 0.07% | 0.0% |
| Q3 2020 | $85,000 | +4.9% | 754 | +0.7% | 0.07% | -7.9% |
| Q2 2020 | $81,000 | +14.1% | 749 | +1.5% | 0.08% | -7.3% |
| Q1 2020 | $71,000 | -14.5% | 738 | +15.7% | 0.08% | +5.1% |
| Q4 2019 | $83,000 | – | 638 | – | 0.08% | – |
Download | ||||||
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% |