ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $29,000 | -96.8% | 301 | -95.7% | 0.01% | -95.6% |
| Q4 2019 | $908,000 | +9.3% | 6,979 | 0.0% | 0.30% | +3.9% |
| Q3 2019 | $831,000 | +2.1% | 6,979 | 0.0% | 0.28% | -0.7% |
| Q2 2019 | $814,000 | +3.4% | 6,979 | +0.0% | 0.29% | +2.1% |
| Q1 2019 | $787,000 | +5.4% | 6,977 | -5.5% | 0.28% | -6.6% |
| Q4 2018 | $747,000 | -17.0% | 7,384 | -5.0% | 0.30% | -6.2% |
| Q3 2018 | $900,000 | +4.5% | 7,769 | -0.6% | 0.32% | 0.0% |
| Q2 2018 | $861,000 | -1.1% | 7,816 | -1.9% | 0.32% | -3.3% |
| Q1 2018 | $871,000 | -4.3% | 7,967 | +0.0% | 0.33% | +1.5% |
| Q4 2017 | $910,000 | +5.9% | 7,964 | +0.0% | 0.33% | +2.2% |
| Q3 2017 | $859,000 | +2.5% | 7,961 | -0.3% | 0.32% | -10.1% |
| Q2 2017 | $838,000 | +1.0% | 7,982 | 0.0% | 0.36% | +7.2% |
| Q1 2017 | $830,000 | +2.6% | 7,982 | +0.0% | 0.33% | -5.1% |
| Q4 2016 | $809,000 | +6.3% | 7,979 | -0.5% | 0.35% | +3.6% |
| Q3 2016 | $761,000 | +2.0% | 8,017 | -0.2% | 0.34% | +0.9% |
| Q2 2016 | $746,000 | +0.3% | 8,033 | -2.9% | 0.34% | -4.0% |
| Q1 2016 | $744,000 | +1.5% | 8,269 | -0.2% | 0.35% | -7.9% |
| Q4 2015 | $733,000 | +5.5% | 8,284 | +0.2% | 0.38% | +1.6% |
| Q3 2015 | $695,000 | -8.8% | 8,267 | 0.0% | 0.37% | -2.1% |
| Q2 2015 | $762,000 | -3.1% | 8,267 | -2.7% | 0.38% | -1.6% |
| Q1 2015 | $786,000 | -1.3% | 8,494 | +0.1% | 0.39% | -5.1% |
| Q4 2014 | $796,000 | +4.2% | 8,487 | +0.1% | 0.41% | -0.5% |
| Q3 2014 | $764,000 | -0.1% | 8,479 | +0.1% | 0.41% | +3.5% |
| Q2 2014 | $765,000 | +4.4% | 8,472 | +0.5% | 0.40% | -0.8% |
| Q1 2014 | $733,000 | +2.2% | 8,431 | +0.5% | 0.40% | -2.4% |
| Q4 2013 | $717,000 | +9.8% | 8,388 | +0.6% | 0.41% | +2.8% |
| Q3 2013 | $653,000 | +4.0% | 8,341 | +1.1% | 0.40% | +3.1% |
| Q2 2013 | $628,000 | – | 8,249 | – | 0.39% | – |
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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% |