ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $959,654 | -4.6% | 6,238 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,005,503 | +38.5% | 6,238 | +30.4% | 0.02% | +38.5% |
| Q1 2023 | $726,172 | +0.4% | 4,785 | -4.0% | 0.01% | -7.1% |
| Q4 2022 | $723,174 | +13.0% | 4,985 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $640,000 | -6.6% | 4,985 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $685,000 | -11.8% | 4,985 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $777,000 | -2.3% | 4,985 | -1.8% | 0.01% | +7.7% |
| Q4 2021 | $795,000 | +7.7% | 5,075 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $738,000 | +94.7% | 5,075 | +97.9% | 0.01% | +85.7% |
| Q2 2021 | $379,000 | +1.9% | 2,565 | -2.5% | 0.01% | -12.5% |
| Q1 2021 | $372,000 | +10.4% | 2,632 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $337,000 | +13.9% | 2,632 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $296,000 | – | 2,632 | – | 0.01% | – |
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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% |