ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $803,000 | -9.0% | 9,072 | -13.6% | 0.34% | -18.9% |
| Q3 2015 | $882,000 | +1.0% | 10,495 | +10.8% | 0.42% | +21.1% |
| Q2 2015 | $873,000 | +3.2% | 9,468 | +3.6% | 0.35% | -0.3% |
| Q1 2015 | $846,000 | +52.7% | 9,140 | +54.7% | 0.35% | +34.0% |
| Q4 2014 | $554,000 | +38.2% | 5,908 | +32.8% | 0.26% | +29.1% |
| Q3 2014 | $401,000 | +4.2% | 4,450 | +4.4% | 0.20% | +8.6% |
| Q2 2014 | $385,000 | +13.9% | 4,262 | +11.0% | 0.19% | +1.6% |
| Q1 2014 | $338,000 | – | 3,841 | – | 0.18% | – |
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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% |