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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $65,000 | +828.6% | 622 | +763.9% | 0.02% | +650.0% |
| Q1 2017 | $7,000 | -90.1% | 72 | -89.7% | 0.00% | -88.2% |
| Q4 2016 | $71,000 | -61.0% | 697 | -63.6% | 0.02% | -62.2% |
| Q3 2016 | $182,000 | +80.2% | 1,914 | +75.8% | 0.04% | +66.7% |
| Q2 2016 | $101,000 | +40.3% | 1,089 | +36.6% | 0.03% | +28.6% |
| Q1 2016 | $72,000 | +1.4% | 797 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $71,000 | -15.5% | 797 | -19.8% | 0.02% | -19.2% |
| Q3 2015 | $84,000 | -8.7% | 994 | 0.0% | 0.03% | +4.0% |
| Q2 2015 | $92,000 | 0.0% | 994 | +0.1% | 0.02% | -3.8% |
| Q1 2015 | $92,000 | -43.2% | 993 | -42.7% | 0.03% | -21.2% |
| Q4 2014 | $162,000 | +67.0% | 1,733 | +61.5% | 0.03% | +83.3% |
| Q3 2014 | $97,000 | +3.2% | 1,073 | +2.7% | 0.02% | 0.0% |
| Q2 2014 | $94,000 | +8.0% | 1,045 | +4.7% | 0.02% | 0.0% |
| Q1 2014 | $87,000 | -54.9% | 998 | -55.8% | 0.02% | -33.3% |
| Q4 2013 | $193,000 | +59.5% | 2,256 | +46.0% | 0.03% | +42.1% |
| Q3 2013 | $121,000 | +3.4% | 1,545 | +0.1% | 0.02% | 0.0% |
| Q2 2013 | $117,000 | – | 1,543 | – | 0.02% | – |
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% |