ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 447 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $163,000 | +171.7% | 1,450 | +123.1% | 0.08% | +110.3% |
| Q2 2016 | $60,000 | +3.4% | 650 | 0.0% | 0.04% | +8.3% |
| Q1 2016 | $58,000 | 0.0% | 650 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $58,000 | +5.5% | 650 | 0.0% | 0.04% | +2.9% |
| Q3 2015 | $55,000 | -8.3% | 650 | 0.0% | 0.04% | -2.8% |
| Q2 2015 | $60,000 | 0.0% | 650 | 0.0% | 0.04% | +38.5% |
| Q1 2015 | $60,000 | -1.6% | 650 | 0.0% | 0.03% | -3.7% |
| Q4 2014 | $61,000 | +3.4% | 650 | 0.0% | 0.03% | -3.6% |
| Q3 2014 | $59,000 | -29.8% | 650 | -33.3% | 0.03% | -30.0% |
| Q2 2014 | $84,000 | +50.0% | 975 | +50.0% | 0.04% | +42.9% |
| Q1 2014 | $56,000 | +1.8% | 650 | 0.0% | 0.03% | +3.7% |
| Q4 2013 | $55,000 | +7.8% | 650 | 0.0% | 0.03% | 0.0% |
| Q3 2013 | $51,000 | +4.1% | 650 | 0.0% | 0.03% | -3.6% |
| Q2 2013 | $49,000 | – | 650 | – | 0.03% | – |
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% |