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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $134,619,000 | +8.5% | 1,034,225 | -0.7% | 0.93% | +1.6% |
| Q3 2019 | $124,105,000 | +14.8% | 1,041,095 | +12.3% | 0.92% | +10.5% |
| Q2 2019 | $108,103,000 | +5.5% | 926,800 | +2.0% | 0.83% | -1.7% |
| Q1 2019 | $102,506,000 | -2.3% | 908,664 | -12.3% | 0.84% | -18.2% |
| Q4 2018 | $104,878,000 | +39.5% | 1,036,247 | +59.7% | 1.03% | +35.9% |
| Q3 2018 | $75,197,000 | +167.9% | 648,937 | +154.7% | 0.76% | +96.4% |
| Q2 2018 | $28,072,000 | -7.2% | 254,747 | -7.8% | 0.39% | -7.2% |
| Q1 2018 | $30,244,000 | -10.3% | 276,438 | -6.3% | 0.42% | -7.6% |
| Q4 2017 | $33,724,000 | +37.4% | 295,076 | +29.7% | 0.45% | +16.6% |
| Q3 2017 | $24,542,000 | -1.4% | 227,422 | -4.1% | 0.39% | -11.7% |
| Q2 2017 | $24,890,000 | +28.3% | 237,140 | +27.2% | 0.44% | +11.5% |
| Q1 2017 | $19,394,000 | +8.0% | 186,408 | +5.3% | 0.39% | -3.4% |
| Q4 2016 | $17,950,000 | +86.5% | 177,065 | +74.7% | 0.41% | +75.8% |
| Q3 2016 | $9,625,000 | -11.7% | 101,364 | -13.6% | 0.23% | -19.5% |
| Q2 2016 | $10,902,000 | – | 117,379 | – | 0.29% | – |
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% |