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 | $888,167 | -4.9% | 5,773 | -0.3% | 0.07% | +6.2% |
| Q2 2023 | $933,542 | +6.2% | 5,792 | 0.0% | 0.06% | +6.6% |
| Q1 2023 | $878,963 | +6.5% | 5,792 | +1.8% | 0.06% | -20.8% |
| Q4 2022 | $825,583 | +52.6% | 5,691 | +35.1% | 0.08% | +67.4% |
| Q3 2022 | $541,000 | -29.4% | 4,212 | -24.4% | 0.05% | -24.6% |
| Q2 2022 | $766,000 | -17.2% | 5,575 | -6.1% | 0.06% | -1.6% |
| Q1 2022 | $925,000 | +322.4% | 5,939 | +323.9% | 0.06% | +264.7% |
| Q4 2021 | $219,000 | – | 1,401 | – | 0.02% | – |
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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% |