ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $15,000 | 0.0% | 107 | 0.0% | 0.00% | – |
| Q2 2021 | $15,000 | 0.0% | 107 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | -82.1% | 107 | -85.2% | 0.00% | – |
| Q2 2019 | $84,000 | -99.9% | 721 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $72,921,000 | -8.1% | 721 | 0.0% | 0.03% | -3.6% |
| Q2 2018 | $79,332,000 | +2.8% | 721 | 0.0% | 0.03% | -33.3% |
| Q1 2018 | $77,168,000 | -8.1% | 721 | 0.0% | 0.04% | -6.7% |
| Q4 2017 | $83,960,000 | +7.1% | 721 | 0.0% | 0.04% | -4.3% |
| Q3 2017 | $78,415,000 | +3.7% | 721 | 0.0% | 0.05% | -4.1% |
| Q2 2017 | $75,625,000 | +1.4% | 721 | 0.0% | 0.05% | +36.1% |
| Q1 2017 | $74,595,000 | – | 721 | – | 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% |