ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $8,391,000 | -8.6% | 77,548 | -18.7% | 3.22% | -18.8% |
| Q1 2020 | $9,179,000 | -42.2% | 95,370 | -21.8% | 3.97% | -27.0% |
| Q4 2019 | $15,874,000 | +24.5% | 122,020 | +14.0% | 5.43% | +10.9% |
| Q3 2019 | $12,747,000 | -13.7% | 106,994 | -15.5% | 4.90% | -14.7% |
| Q2 2019 | $14,768,000 | +6.0% | 126,689 | +2.5% | 5.74% | +7.3% |
| Q1 2019 | $13,938,000 | +22.9% | 123,631 | +10.2% | 5.35% | +20.5% |
| Q4 2018 | $11,342,000 | – | 112,142 | – | 4.44% | – |
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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% |