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 | $1,785,977 | -4.7% | 11,609 | -0.1% | 2.45% | -2.2% |
| Q2 2023 | $1,874,046 | +4.3% | 11,626 | -1.8% | 2.50% | +4.3% |
| Q1 2023 | $1,795,973 | +15.5% | 11,834 | +10.4% | 2.40% | +8.3% |
| Q4 2022 | $1,554,494 | +8.0% | 10,715 | -4.4% | 2.22% | -2.6% |
| Q3 2022 | $1,440,000 | +11.8% | 11,205 | +19.6% | 2.27% | +12.8% |
| Q2 2022 | $1,288,000 | +3.4% | 9,368 | +17.1% | 2.02% | +22.1% |
| Q1 2022 | $1,246,000 | +9.1% | 8,002 | +9.7% | 1.65% | +12.3% |
| Q4 2021 | $1,142,000 | – | 7,292 | – | 1.47% | – |
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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% |