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 2023 | $137,549 | +8.3% | 906 | +3.5% | 0.04% | +2.7% |
| Q4 2022 | $127,047 | +8.6% | 875 | -4.4% | 0.04% | -5.1% |
| Q3 2022 | $117,000 | -74.1% | 915 | -72.2% | 0.04% | -73.1% |
| Q2 2022 | $452,000 | -11.2% | 3,293 | +0.6% | 0.14% | -4.6% |
| Q1 2022 | $509,000 | -6.3% | 3,272 | -5.7% | 0.15% | -10.1% |
| Q4 2021 | $543,000 | +5.8% | 3,469 | 0.0% | 0.17% | -1.2% |
| Q3 2021 | $513,000 | -2.7% | 3,469 | -2.9% | 0.17% | -6.0% |
| Q2 2021 | $527,000 | +7.1% | 3,574 | +2.6% | 0.18% | -6.7% |
| Q1 2021 | $492,000 | +10.6% | 3,484 | +0.1% | 0.20% | -0.5% |
| Q4 2020 | $445,000 | – | 3,480 | – | 0.20% | – |
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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% |