ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 419 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 2.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,869,000 | +2.2% | 15,691 | 0.0% | 0.62% | +1.1% |
| Q2 2019 | $1,829,000 | +3.4% | 15,691 | 0.0% | 0.62% | +4.0% |
| Q1 2019 | $1,769,000 | +11.5% | 15,691 | 0.0% | 0.59% | -2.8% |
| Q4 2018 | $1,587,000 | -12.7% | 15,691 | 0.0% | 0.61% | +7.0% |
| Q3 2018 | $1,818,000 | +5.2% | 15,691 | 0.0% | 0.57% | -1.4% |
| Q2 2018 | $1,728,000 | +0.7% | 15,691 | 0.0% | 0.58% | -7.2% |
| Q1 2018 | $1,716,000 | -4.3% | 15,691 | 0.0% | 0.62% | -6.0% |
| Q4 2017 | $1,793,000 | +5.9% | 15,691 | 0.0% | 0.66% | +2.2% |
| Q3 2017 | $1,693,000 | +2.8% | 15,691 | 0.0% | 0.65% | -5.2% |
| Q2 2017 | $1,647,000 | +0.9% | 15,691 | 0.0% | 0.69% | +3.3% |
| Q1 2017 | $1,632,000 | +2.6% | 15,691 | 0.0% | 0.66% | -3.2% |
| Q4 2016 | $1,591,000 | +6.8% | 15,691 | 0.0% | 0.69% | +4.9% |
| Q3 2016 | $1,490,000 | +2.2% | 15,691 | 0.0% | 0.65% | +3.2% |
| Q2 2016 | $1,458,000 | +3.3% | 15,691 | 0.0% | 0.63% | +1.3% |
| Q1 2016 | $1,411,000 | +1.6% | 15,691 | 0.0% | 0.63% | +10.8% |
| Q4 2015 | $1,389,000 | +5.3% | 15,691 | 0.0% | 0.56% | -4.1% |
| Q3 2015 | $1,319,000 | -8.8% | 15,691 | 0.0% | 0.59% | 0.0% |
| Q2 2015 | $1,447,000 | -0.3% | 15,691 | 0.0% | 0.59% | +1.7% |
| Q1 2015 | $1,452,000 | -1.3% | 15,691 | 0.0% | 0.58% | -2.7% |
| Q4 2014 | $1,471,000 | +4.1% | 15,691 | 0.0% | 0.60% | -0.8% |
| Q3 2014 | $1,413,000 | -0.3% | 15,691 | 0.0% | 0.60% | +4.2% |
| Q2 2014 | $1,417,000 | +3.9% | 15,691 | 0.0% | 0.58% | +0.5% |
| Q1 2014 | $1,364,000 | +1.7% | 15,691 | 0.0% | 0.57% | +2.3% |
| Q4 2013 | $1,341,000 | +9.1% | 15,691 | 0.0% | 0.56% | 0.0% |
| Q3 2013 | $1,229,000 | – | 15,691 | – | 0.56% | – |
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% |