ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 316 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 3.29 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $360,000 | +1.4% | 3,433 | -2.0% | 0.01% | +11.1% |
| Q4 2016 | $355,000 | -65.0% | 3,502 | -67.2% | 0.01% | -62.5% |
| Q3 2016 | $1,015,000 | +125.1% | 10,689 | +119.9% | 0.02% | +166.7% |
| Q2 2016 | $451,000 | -17.6% | 4,860 | -20.1% | 0.01% | -40.0% |
| Q1 2016 | $547,000 | +135.8% | 6,084 | +120.0% | 0.02% | +275.0% |
| Q3 2015 | $232,000 | -66.2% | 2,766 | -62.7% | 0.00% | -71.4% |
| Q1 2015 | $686,000 | +175.5% | 7,413 | +168.4% | 0.01% | +250.0% |
| Q2 2014 | $249,000 | – | 2,762 | – | 0.00% | – |
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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% |