ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $366 | -99.9% | 2,414 | -24.7% | 0.03% | +64.7% |
| Q1 2021 | $479,000 | +13.2% | 3,205 | -3.0% | 0.02% | -5.6% |
| Q4 2020 | $423,000 | -73.4% | 3,304 | -76.7% | 0.02% | -77.5% |
| Q3 2020 | $1,593,000 | +1.1% | 14,170 | -2.7% | 0.08% | -8.0% |
| Q2 2020 | $1,575,000 | +367.4% | 14,558 | +315.5% | 0.09% | +248.0% |
| Q1 2020 | $337,000 | -79.9% | 3,504 | -72.8% | 0.02% | -80.3% |
| Q4 2019 | $1,673,000 | +6.8% | 12,862 | -2.2% | 0.13% | -1.6% |
| Q3 2019 | $1,567,000 | +13.6% | 13,155 | +7.5% | 0.13% | -16.2% |
| Q1 2019 | $1,379,000 | +70.0% | 12,232 | +52.5% | 0.15% | +33.9% |
| Q4 2018 | $811,000 | -78.7% | 8,023 | -76.1% | 0.12% | -85.8% |
| Q2 2018 | $3,811,000 | -3.1% | 33,590 | -7.3% | 0.81% | -17.7% |
| Q1 2018 | $3,933,000 | -6.7% | 36,232 | +1.7% | 0.98% | -4.6% |
| Q4 2017 | $4,214,000 | +8.5% | 35,616 | +0.4% | 1.03% | +1.7% |
| Q3 2017 | $3,885,000 | +0.8% | 35,489 | -2.0% | 1.01% | -7.4% |
| Q2 2017 | $3,854,000 | +16.3% | 36,206 | +13.5% | 1.09% | +11.9% |
| Q1 2017 | $3,313,000 | +11.0% | 31,900 | +12.4% | 0.98% | -2.2% |
| Q4 2016 | $2,986,000 | – | 28,388 | – | 1.00% | – |
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% |