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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $286,000 | -1.0% | 1,838 | -0.5% | 0.17% | +1.2% |
| Q4 2021 | $289,000 | +0.7% | 1,847 | -6.5% | 0.17% | -9.1% |
| Q3 2021 | $287,000 | -1.0% | 1,976 | +0.5% | 0.19% | -13.5% |
| Q2 2021 | $290,000 | +5.1% | 1,966 | +0.7% | 0.22% | +10.3% |
| Q1 2021 | $276,000 | +10.4% | 1,953 | 0.0% | 0.20% | +16.1% |
| Q4 2020 | $250,000 | +12.6% | 1,953 | -1.0% | 0.17% | +5.7% |
| Q3 2020 | $222,000 | -32.5% | 1,972 | -35.1% | 0.16% | -36.1% |
| Q2 2020 | $329,000 | -99.9% | 3,040 | -2.2% | 0.25% | -5.3% |
| Q1 2020 | $299,000,000 | -30.8% | 3,108 | -6.4% | 0.26% | -25.3% |
| Q4 2019 | $432,000,000 | – | 3,321 | – | 0.35% | – |
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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% |