ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $332,000 | -8.0% | 2,851 | -11.0% | 0.00% | -20.0% |
| Q1 2019 | $361,000 | +228.2% | 3,203 | +193.9% | 0.01% | +400.0% |
| Q4 2018 | $110,000 | -80.8% | 1,090 | -78.0% | 0.00% | -85.7% |
| Q3 2018 | $573,000 | +324.4% | 4,952 | +302.9% | 0.01% | +250.0% |
| Q2 2018 | $135,000 | +45.2% | 1,229 | +43.1% | 0.00% | +100.0% |
| Q1 2018 | $93,000 | -66.4% | 859 | -64.7% | 0.00% | -66.7% |
| Q4 2017 | $277,000 | +185.6% | 2,430 | +167.9% | 0.00% | +200.0% |
| Q3 2017 | $97,000 | -45.8% | 907 | -46.8% | 0.00% | -50.0% |
| Q2 2017 | $179,000 | -96.1% | 1,706 | -96.1% | 0.00% | -97.2% |
| Q1 2017 | $4,545,000 | +674.3% | 43,691 | +654.5% | 0.07% | +787.5% |
| Q4 2016 | $587,000 | +239.3% | 5,791 | +217.5% | 0.01% | +166.7% |
| Q3 2016 | $173,000 | -40.5% | 1,824 | -42.0% | 0.00% | -25.0% |
| Q2 2016 | $291,000 | -5.5% | 3,143 | -8.5% | 0.00% | -55.6% |
| Q1 2016 | $308,000 | +53.2% | 3,434 | +50.9% | 0.01% | +125.0% |
| Q4 2015 | $201,000 | – | 2,276 | – | 0.00% | – |
Download | ||||||
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% |