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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $512,142 | -39.1% | 3,530 | -34.6% | 0.20% | -20.8% |
| Q1 2022 | $841,000 | +79.7% | 5,401 | +67.8% | 0.25% | +145.1% |
| Q3 2021 | $468,000 | -41.6% | 3,218 | -61.3% | 0.10% | -48.5% |
| Q1 2020 | $801,000 | +67.9% | 8,319 | +127.0% | 0.20% | +106.2% |
| Q4 2019 | $477,000 | +62.8% | 3,664 | +45.0% | 0.10% | +11.6% |
| Q3 2018 | $293,000 | -11.2% | 2,527 | -11.9% | 0.09% | -10.4% |
| Q2 2018 | $330,000 | +25.0% | 2,868 | +18.8% | 0.10% | +26.3% |
| Q1 2018 | $264,000 | -8.3% | 2,414 | +0.4% | 0.08% | +5.6% |
| Q4 2017 | $288,000 | – | 2,404 | – | 0.07% | – |
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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% |