ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $17,000 | -19.0% | 148 | -21.7% | 0.01% | -28.6% |
| Q1 2019 | $21,000 | +10.5% | 189 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 189 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $22,000 | +4.8% | 189 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | 0.0% | 189 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $21,000 | -4.5% | 189 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $22,000 | -12.0% | 189 | -19.2% | 0.01% | -22.2% |
| Q3 2017 | $25,000 | 0.0% | 234 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $25,000 | +4.2% | 234 | 0.0% | 0.01% | -10.0% |
| Q1 2017 | $24,000 | -99.9% | 234 | -17.6% | 0.01% | -16.7% |
| Q4 2016 | $28,792,000 | +106537.0% | 284 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $27,000 | +145.5% | 284 | +134.7% | 0.01% | +160.0% |
| Q2 2016 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $11,000 | +10.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $10,000 | -9.1% | 121 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $11,000 | +10.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $10,000 | – | 121 | – | 0.01% | – |
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% |