ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $307,000 | -1.6% | 2,110 | 0.0% | 0.14% | -6.6% |
| Q2 2021 | $312,000 | +4.7% | 2,110 | 0.0% | 0.15% | -8.4% |
| Q1 2021 | $298,000 | +10.4% | 2,110 | 0.0% | 0.17% | +1.8% |
| Q4 2020 | $270,000 | +13.9% | 2,110 | 0.0% | 0.16% | -1.8% |
| Q3 2020 | $237,000 | +3.9% | 2,110 | 0.0% | 0.17% | -5.1% |
| Q2 2020 | $228,000 | +7.0% | 2,110 | -4.5% | 0.18% | +12.9% |
| Q1 2020 | $213,000 | -25.8% | 2,210 | 0.0% | 0.16% | -18.0% |
| Q4 2019 | $287,000 | +9.1% | 2,210 | 0.0% | 0.19% | +1.1% |
| Q3 2019 | $263,000 | +1.9% | 2,210 | 0.0% | 0.19% | +3.9% |
| Q2 2019 | $258,000 | +3.6% | 2,210 | 0.0% | 0.18% | -4.8% |
| Q1 2019 | $249,000 | +11.2% | 2,210 | 0.0% | 0.19% | -5.5% |
| Q4 2018 | $224,000 | -12.5% | 2,210 | 0.0% | 0.20% | +4.7% |
| Q3 2018 | $256,000 | +5.3% | 2,210 | 0.0% | 0.19% | +1.6% |
| Q2 2018 | $243,000 | +0.4% | 2,210 | 0.0% | 0.19% | -4.1% |
| Q1 2018 | $242,000 | -4.0% | 2,210 | 0.0% | 0.20% | -1.5% |
| Q4 2017 | $252,000 | +5.9% | 2,210 | 0.0% | 0.20% | -4.8% |
| Q3 2017 | $238,000 | +2.6% | 2,210 | 0.0% | 0.21% | +13.0% |
| Q2 2017 | $232,000 | +0.9% | 2,210 | 0.0% | 0.18% | 0.0% |
| Q1 2017 | $230,000 | +2.7% | 2,210 | 0.0% | 0.18% | -6.1% |
| Q4 2016 | $224,000 | +6.7% | 2,210 | 0.0% | 0.20% | +7.1% |
| Q3 2016 | $210,000 | +2.4% | 2,210 | 0.0% | 0.18% | -0.5% |
| Q2 2016 | $205,000 | +0.5% | 2,210 | 0.0% | 0.18% | -0.5% |
| Q2 2015 | $204,000 | – | 2,210 | – | 0.19% | – |
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% |