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 | $318,789 | -4.6% | 2,072 | 0.0% | 0.23% | +1.3% |
| Q2 2023 | $334,020 | +5.8% | 2,072 | -0.4% | 0.23% | -3.4% |
| Q1 2023 | $315,725 | +30.2% | 2,080 | +24.4% | 0.24% | +22.1% |
| Q4 2022 | $242,551 | +17.7% | 1,672 | +22.1% | 0.20% | +35.4% |
| Q1 2022 | $206,000 | -21.7% | 1,369 | -18.5% | 0.14% | -72.9% |
| Q4 2021 | $263,000 | +2.7% | 1,679 | +0.7% | 0.53% | +244.8% |
| Q3 2021 | $256,000 | +7.1% | 1,667 | +3.2% | 0.15% | +4.8% |
| Q2 2021 | $239,000 | +5.3% | 1,616 | +0.6% | 0.15% | -2.0% |
| Q1 2021 | $227,000 | +10.2% | 1,606 | 0.0% | 0.15% | +19.0% |
| Q4 2020 | $206,000 | – | 1,606 | – | 0.13% | – |
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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% |