ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 515 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $563 | -98.2% | 3,660 | +1080.6% | 0.30% | +1096.0% |
| Q1 2017 | $32,000 | +3.2% | 310 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $31,000 | -8.8% | 310 | -13.9% | 0.02% | -7.4% |
| Q3 2016 | $34,000 | +3.0% | 360 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $33,000 | +3.1% | 360 | 0.0% | 0.03% | -3.6% |
| Q1 2016 | $32,000 | 0.0% | 360 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $32,000 | +146.2% | 360 | +125.0% | 0.03% | +133.3% |
| Q3 2015 | $13,000 | -13.3% | 160 | 0.0% | 0.01% | -7.7% |
| Q2 2015 | $15,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $15,000 | -11.8% | 160 | -13.5% | 0.01% | -13.3% |
| Q4 2014 | $17,000 | – | 185 | – | 0.02% | – |
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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% |