ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 524 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,000 | -93.0% | 102 | -92.1% | 0.00% | -90.2% |
| Q1 2022 | $201,000 | -0.5% | 1,288 | 0.0% | 0.04% | +2.5% |
| Q4 2021 | $202,000 | +8.0% | 1,288 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $187,000 | -3.6% | 1,288 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $194,000 | +6.6% | 1,288 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $182,000 | -4.2% | 1,288 | -13.0% | 0.04% | -2.3% |
| Q4 2020 | $190,000 | +400.0% | 1,481 | +402.0% | 0.04% | +290.9% |
| Q4 2019 | $38,000 | +8.6% | 295 | 0.0% | 0.01% | -15.4% |
| Q3 2019 | $35,000 | -2.8% | 295 | -3.3% | 0.01% | +18.2% |
| Q2 2019 | $36,000 | +5.9% | 305 | 0.0% | 0.01% | -21.4% |
| Q1 2019 | $34,000 | +9.7% | 305 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $31,000 | -11.4% | 305 | 0.0% | 0.01% | +7.7% |
| Q3 2018 | $35,000 | +2.9% | 305 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $34,000 | +3.0% | 305 | 0.0% | 0.01% | -13.3% |
| Q1 2018 | $33,000 | -5.7% | 305 | 0.0% | 0.02% | -16.7% |
| Q4 2017 | $35,000 | +6.1% | 305 | 0.0% | 0.02% | +28.6% |
| Q3 2017 | $33,000 | +3.1% | 305 | 0.0% | 0.01% | -44.0% |
| Q1 2017 | $32,000 | – | 305 | – | 0.02% | – |
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% |