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 | $1,213,951 | -7.0% | 7,891 | -2.6% | 0.74% | -3.0% |
| Q2 2023 | $1,305,798 | +5.2% | 8,101 | -1.0% | 0.77% | -2.0% |
| Q1 2023 | $1,241,252 | +25.7% | 8,179 | +20.1% | 0.78% | +17.4% |
| Q4 2022 | $987,782 | +21.6% | 6,809 | +7.8% | 0.67% | +14.8% |
| Q3 2022 | $812,000 | -6.7% | 6,319 | 0.0% | 0.58% | -3.6% |
| Q2 2022 | $870,000 | -11.3% | 6,319 | +0.3% | 0.60% | +3.6% |
| Q1 2022 | $981,000 | +40.1% | 6,299 | +40.9% | 0.58% | +35.0% |
| Q4 2021 | $700,000 | +7.7% | 4,471 | -0.0% | 0.43% | -8.7% |
| Q3 2021 | $650,000 | -3.0% | 4,473 | -1.4% | 0.47% | -3.9% |
| Q2 2021 | $670,000 | -12.6% | 4,536 | -16.5% | 0.49% | -23.4% |
| Q1 2021 | $767,000 | +177.9% | 5,434 | +151.8% | 0.64% | +176.3% |
| Q4 2020 | $276,000 | – | 2,158 | – | 0.23% | – |
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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% |