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 | $1,763,980 | -6.7% | 11,466 | -2.2% | 1.01% | -0.9% |
| Q2 2023 | $1,889,845 | +3.5% | 11,724 | -2.5% | 1.02% | -6.0% |
| Q1 2023 | $1,825,419 | +2.4% | 12,028 | -2.1% | 1.08% | -1.5% |
| Q4 2022 | $1,782,813 | +26.4% | 12,289 | +11.9% | 1.10% | +6.9% |
| Q3 2022 | $1,411,000 | +7.5% | 10,980 | +15.0% | 1.03% | +2.9% |
| Q2 2022 | $1,313,000 | +59.3% | 9,551 | +80.6% | 1.00% | +80.5% |
| Q1 2022 | $824,000 | +0.1% | 5,288 | +0.6% | 0.56% | -0.5% |
| Q4 2021 | $823,000 | – | 5,256 | – | 0.56% | – |
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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% |