ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,160,552 | -4.9% | 14,044 | -0.4% | 0.47% | -7.3% |
| Q2 2023 | $2,271,925 | +5.0% | 14,095 | -1.2% | 0.51% | -6.3% |
| Q1 2023 | $2,164,204 | +1.1% | 14,261 | -3.4% | 0.54% | -12.1% |
| Q4 2022 | $2,140,900 | +14.7% | 14,758 | +1.6% | 0.61% | -0.6% |
| Q3 2022 | $1,867,000 | -23.6% | 14,528 | -18.3% | 0.62% | -25.5% |
| Q2 2022 | $2,443,000 | +40.8% | 17,775 | +59.5% | 0.83% | +52.9% |
| Q1 2022 | $1,735,000 | +0.9% | 11,142 | +1.5% | 0.54% | -3.4% |
| Q4 2021 | $1,719,000 | +7.2% | 10,974 | -0.5% | 0.56% | -7.9% |
| Q3 2021 | $1,604,000 | -3.3% | 11,031 | -1.8% | 0.61% | -13.8% |
| Q2 2021 | $1,658,000 | +2.2% | 11,231 | -2.2% | 0.71% | -10.6% |
| Q1 2021 | $1,622,000 | +9.2% | 11,485 | -1.0% | 0.79% | -4.9% |
| Q4 2020 | $1,486,000 | – | 11,605 | – | 0.83% | – |
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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% |