ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $19,428,000 | -0.5% | 166,665 | +1.7% | 0.31% | +2.0% |
| Q3 2019 | $19,533,000 | +0.5% | 163,949 | -1.6% | 0.30% | -1.9% |
| Q2 2019 | $19,428,000 | +2.2% | 166,665 | -1.2% | 0.31% | -3.1% |
| Q1 2019 | $19,019,000 | +65.2% | 168,701 | +48.2% | 0.32% | +47.9% |
| Q4 2018 | $11,516,000 | -19.1% | 113,861 | -7.3% | 0.22% | -10.7% |
| Q3 2018 | $14,233,000 | +4.2% | 122,869 | -0.9% | 0.24% | +1.2% |
| Q2 2018 | $13,659,000 | +10.1% | 124,029 | +9.3% | 0.24% | +4.8% |
| Q1 2018 | $12,408,000 | +1732.8% | 113,480 | +1814.3% | 0.23% | +1808.3% |
| Q4 2017 | $677,000 | +8.8% | 5,928 | +2.9% | 0.01% | 0.0% |
| Q3 2017 | $622,000 | +1.5% | 5,762 | -1.3% | 0.01% | 0.0% |
| Q2 2017 | $613,000 | +6.1% | 5,837 | +5.0% | 0.01% | -7.7% |
| Q1 2017 | $578,000 | +51.7% | 5,557 | +47.7% | 0.01% | +44.4% |
| Q4 2016 | $381,000 | +25.3% | 3,762 | +17.4% | 0.01% | +12.5% |
| Q3 2016 | $304,000 | -31.8% | 3,204 | -33.3% | 0.01% | -33.3% |
| Q2 2016 | $446,000 | +9.9% | 4,804 | +6.4% | 0.01% | 0.0% |
| Q1 2016 | $406,000 | -26.7% | 4,517 | -27.8% | 0.01% | -33.3% |
| Q4 2015 | $554,000 | +50.5% | 6,258 | +42.7% | 0.02% | +38.5% |
| Q3 2015 | $368,000 | -18.2% | 4,384 | -10.2% | 0.01% | -18.8% |
| Q2 2015 | $450,000 | +0.7% | 4,881 | +1.2% | 0.02% | -5.9% |
| Q1 2015 | $447,000 | +62.0% | 4,825 | +64.0% | 0.02% | +54.5% |
| Q4 2014 | $276,000 | -16.4% | 2,942 | -19.8% | 0.01% | -26.7% |
| Q3 2014 | $330,000 | -34.7% | 3,667 | -34.4% | 0.02% | -34.8% |
| Q2 2014 | $505,000 | +14.0% | 5,588 | +9.6% | 0.02% | +4.5% |
| Q1 2014 | $443,000 | -19.2% | 5,100 | -20.4% | 0.02% | -26.7% |
| Q4 2013 | $548,000 | -43.6% | 6,410 | -48.4% | 0.03% | -50.0% |
| Q3 2013 | $972,000 | +47.9% | 12,413 | +43.3% | 0.06% | +33.3% |
| Q2 2013 | $657,000 | – | 8,665 | – | 0.04% | – |
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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% |