ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $180,000 | -39.8% | 1,874 | -18.6% | 0.02% | -34.5% |
| Q4 2019 | $299,000 | +9.1% | 2,301 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $274,000 | +2.2% | 2,301 | 0.0% | 0.03% | -3.4% |
| Q2 2019 | $268,000 | +3.5% | 2,301 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $259,000 | +9.3% | 2,301 | -1.9% | 0.03% | 0.0% |
| Q4 2018 | $237,000 | -12.9% | 2,346 | 0.0% | 0.03% | +3.6% |
| Q3 2018 | $272,000 | +5.4% | 2,346 | 0.0% | 0.03% | -12.5% |
| Q2 2018 | $258,000 | +0.4% | 2,346 | 0.0% | 0.03% | -3.0% |
| Q1 2018 | $257,000 | -14.3% | 2,346 | -29.6% | 0.03% | -34.0% |
| Q1 2016 | $300,000 | +17.6% | 3,333 | +15.5% | 0.05% | +8.7% |
| Q4 2015 | $255,000 | -3.8% | 2,886 | -8.5% | 0.05% | -9.8% |
| Q3 2015 | $265,000 | -15.1% | 3,154 | -6.7% | 0.05% | -13.6% |
| Q2 2015 | $312,000 | -0.3% | 3,382 | 0.0% | 0.06% | +3.5% |
| Q1 2015 | $313,000 | -24.6% | 3,382 | -23.5% | 0.06% | -28.8% |
| Q4 2014 | $415,000 | -21.6% | 4,421 | -24.7% | 0.08% | -26.6% |
| Q3 2014 | $529,000 | -0.2% | 5,875 | +0.1% | 0.11% | -0.9% |
| Q2 2014 | $530,000 | -59.5% | 5,872 | -61.6% | 0.11% | -63.0% |
| Q4 2013 | $1,308,000 | +4.6% | 15,306 | -4.2% | 0.30% | -3.3% |
| Q3 2013 | $1,251,000 | -2.2% | 15,975 | -5.3% | 0.31% | -7.5% |
| Q2 2013 | $1,279,000 | – | 16,877 | – | 0.33% | – |
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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% |