ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $205,000 | -14.9% | 1,318 | -14.3% | 0.09% | -9.3% |
| Q4 2021 | $241,000 | +3.9% | 1,538 | -3.5% | 0.10% | -10.2% |
| Q3 2021 | $232,000 | -12.8% | 1,594 | -11.5% | 0.11% | -15.0% |
| Q2 2021 | $266,000 | -3.6% | 1,802 | -7.8% | 0.13% | -13.6% |
| Q1 2021 | $276,000 | +10.8% | 1,955 | +0.6% | 0.15% | +8.1% |
| Q4 2020 | $249,000 | +7.8% | 1,943 | -5.4% | 0.14% | 0.0% |
| Q3 2020 | $231,000 | -2.5% | 2,053 | -6.5% | 0.14% | -13.4% |
| Q2 2020 | $237,000 | +15.0% | 2,195 | +2.4% | 0.16% | -10.3% |
| Q1 2020 | $206,000 | -27.0% | 2,143 | -1.2% | 0.18% | -7.4% |
| Q4 2019 | $282,000 | +11.5% | 2,169 | +2.2% | 0.19% | +2.7% |
| Q3 2019 | $253,000 | -7.0% | 2,122 | -9.2% | 0.18% | -10.7% |
| Q2 2019 | $272,000 | +1.1% | 2,337 | -2.2% | 0.21% | -6.8% |
| Q1 2019 | $269,000 | +18.5% | 2,389 | +6.6% | 0.22% | -7.1% |
| Q4 2018 | $227,000 | -13.0% | 2,242 | -0.5% | 0.24% | +15.5% |
| Q3 2018 | $261,000 | +7.4% | 2,253 | +1.9% | 0.21% | +4.0% |
| Q2 2018 | $243,000 | +15.7% | 2,211 | +15.2% | 0.20% | +8.2% |
| Q1 2018 | $210,000 | – | 1,919 | – | 0.18% | – |
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% |