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 | $3,339,713 | -4.2% | 21,709 | +0.3% | 2.27% | +5.5% |
| Q2 2023 | $3,487,668 | -3.6% | 21,637 | -9.2% | 2.15% | -8.8% |
| Q1 2023 | $3,617,351 | -2.0% | 23,836 | -6.3% | 2.36% | -7.1% |
| Q4 2022 | $3,689,710 | -0.3% | 25,434 | +1.5% | 2.54% | +3.9% |
| Q3 2022 | $3,702,000 | +50.5% | 25,061 | +40.0% | 2.44% | +46.6% |
| Q2 2022 | $2,460,000 | +2.6% | 17,896 | +16.3% | 1.67% | +13.3% |
| Q1 2022 | $2,397,000 | +22.0% | 15,394 | +22.8% | 1.47% | +24.9% |
| Q4 2021 | $1,964,000 | – | 12,536 | – | 1.18% | – |
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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% |