ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $3,561,000 | +11.0% | 31 | -99.9% | 0.49% | +82.8% |
| Q3 2017 | $3,207,000 | -22.9% | 29,721 | -24.4% | 0.27% | -15.2% |
| Q2 2017 | $4,157,000 | -54.0% | 39,293 | -54.9% | 0.32% | -53.8% |
| Q1 2017 | $9,044,000 | -2.4% | 87,069 | -4.3% | 0.68% | -5.1% |
| Q4 2016 | $9,264,000 | +72.6% | 90,985 | +59.5% | 0.72% | +69.2% |
| Q3 2016 | $5,368,000 | +3.0% | 57,036 | +3.2% | 0.43% | +5.7% |
| Q2 2016 | $5,212,000 | -25.9% | 55,266 | -28.6% | 0.40% | -34.2% |
| Q1 2016 | $7,038,000 | -4.8% | 77,408 | -13.3% | 0.61% | +1.0% |
| Q4 2015 | $7,389,000 | +53.2% | 89,242 | +69.1% | 0.61% | +36.8% |
| Q3 2015 | $4,822,000 | -5.0% | 52,767 | -4.2% | 0.44% | -2.9% |
| Q2 2015 | $5,074,000 | -23.9% | 55,097 | -22.2% | 0.46% | -23.2% |
| Q1 2015 | $6,670,000 | -99.9% | 70,863 | -37.4% | 0.59% | -19.3% |
| Q4 2014 | $10,398,405,000 | +45371.4% | 113,198 | -55.5% | 0.74% | -57.7% |
| Q3 2014 | $22,868,000 | +20.3% | 254,377 | +20.8% | 1.74% | +16.6% |
| Q2 2014 | $19,009,000 | +12.8% | 210,554 | +9.3% | 1.49% | +2.8% |
| Q1 2014 | $16,858,000 | +151.5% | 192,686 | +145.8% | 1.45% | +143.0% |
| Q4 2013 | $6,702,000 | -43.6% | 78,397 | -48.0% | 0.60% | -48.2% |
| Q3 2013 | $11,888,000 | +156.4% | 150,810 | +146.8% | 1.15% | +101.0% |
| Q2 2013 | $4,636,000 | – | 61,118 | – | 0.57% | – |
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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% |