ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 524 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,330,000 | +214.7% | 22,900 | +108.4% | 0.01% | 0.0% |
| Q1 2020 | $1,058,000 | -83.9% | 10,990 | -78.2% | 0.01% | -80.5% |
| Q4 2019 | $6,554,000 | +58.0% | 50,380 | +44.7% | 0.04% | +41.4% |
| Q3 2019 | $4,148,000 | -31.4% | 34,820 | -32.8% | 0.03% | -29.3% |
| Q2 2019 | $6,043,000 | +18.9% | 51,840 | +15.0% | 0.04% | +10.8% |
| Q1 2019 | $5,082,000 | +11.0% | 45,080 | -0.4% | 0.04% | -9.8% |
| Q4 2018 | $4,577,000 | -44.0% | 45,250 | -35.8% | 0.04% | -31.7% |
| Q3 2018 | $8,169,000 | +4.4% | 70,520 | -0.8% | 0.06% | -43.4% |
| Q2 2018 | $7,826,000 | -21.5% | 71,060 | -22.0% | 0.11% | -18.5% |
| Q1 2018 | $9,967,000 | -19.1% | 91,160 | -15.5% | 0.13% | -21.2% |
| Q4 2017 | $12,325,000 | -15.3% | 107,890 | -20.0% | 0.16% | -37.7% |
| Q3 2017 | $14,559,000 | -37.6% | 134,920 | -39.3% | 0.26% | -34.6% |
| Q2 2017 | $23,317,000 | +31.1% | 222,150 | +30.0% | 0.40% | +22.0% |
| Q1 2017 | $17,784,000 | -4.0% | 170,930 | -6.4% | 0.33% | -19.8% |
| Q4 2016 | $18,516,000 | +71.2% | 182,640 | +60.3% | 0.41% | +84.8% |
| Q3 2016 | $10,818,000 | +35.0% | 113,920 | +32.1% | 0.22% | +8.2% |
| Q2 2016 | $8,014,000 | -27.5% | 86,265 | -29.9% | 0.21% | -31.0% |
| Q1 2016 | $11,061,000 | – | 122,995 | – | 0.30% | – |
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% |