ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,023,000 | +9.2% | 7,863 | 0.0% | 0.25% | +1.2% |
| Q3 2019 | $937,000 | -47.7% | 7,863 | -48.0% | 0.25% | -47.3% |
| Q2 2019 | $1,791,000 | -4.5% | 15,126 | -9.1% | 0.48% | -15.2% |
| Q1 2019 | $1,875,000 | +2.7% | 16,635 | -7.8% | 0.56% | -7.7% |
| Q4 2018 | $1,826,000 | -15.6% | 18,050 | -3.3% | 0.61% | +1.5% |
| Q3 2018 | $2,163,000 | -2.1% | 18,673 | -6.9% | 0.60% | -11.7% |
| Q2 2018 | $2,209,000 | -10.9% | 20,062 | -11.5% | 0.68% | -11.9% |
| Q1 2018 | $2,478,000 | – | 22,663 | – | 0.77% | – |
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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% |