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 | $287,569 | -4.6% | 1,869 | 0.0% | 0.07% | -6.9% |
| Q2 2023 | $301,309 | +5.1% | 1,869 | -1.1% | 0.07% | -36.8% |
| Q1 2023 | $286,599 | -2.3% | 1,889 | -3.8% | 0.11% | -4.2% |
| Q4 2022 | $293,327 | +15.0% | 1,964 | 0.0% | 0.12% | +2.6% |
| Q3 2022 | $255,000 | -3.0% | 1,964 | +5.1% | 0.12% | -0.9% |
| Q2 2022 | $263,000 | -9.0% | 1,868 | -2.8% | 0.12% | +6.4% |
| Q1 2022 | $289,000 | -4.3% | 1,922 | +0.1% | 0.11% | +7.8% |
| Q4 2021 | $302,000 | +6.3% | 1,921 | +1.7% | 0.10% | -4.7% |
| Q3 2021 | $284,000 | – | 1,888 | – | 0.11% | – |
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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% |