ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 419 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 2.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $487,000 | +11.4% | 4,320 | 0.0% | 0.03% | +18.5% |
| Q4 2018 | $437,000 | -12.6% | 4,320 | 0.0% | 0.03% | +28.6% |
| Q3 2018 | $500,000 | -7.7% | 4,320 | -12.2% | 0.02% | 0.0% |
| Q2 2018 | $542,000 | +0.7% | 4,920 | 0.0% | 0.02% | +5.0% |
| Q1 2018 | $538,000 | -4.3% | 4,920 | 0.0% | 0.02% | +5.3% |
| Q4 2017 | $562,000 | +5.8% | 4,920 | 0.0% | 0.02% | +5.6% |
| Q3 2017 | $531,000 | +2.9% | 4,920 | 0.0% | 0.02% | +12.5% |
| Q2 2017 | $516,000 | +0.8% | 4,920 | 0.0% | 0.02% | +14.3% |
| Q1 2017 | $512,000 | +2.6% | 4,920 | 0.0% | 0.01% | +7.7% |
| Q4 2016 | $499,000 | +6.9% | 4,920 | 0.0% | 0.01% | +8.3% |
| Q3 2016 | $467,000 | +2.2% | 4,920 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $457,000 | +3.4% | 4,920 | 0.0% | 0.01% | +9.1% |
| Q1 2016 | $442,000 | +1.4% | 4,920 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $436,000 | +5.6% | 4,920 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $413,000 | -9.0% | 4,920 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $454,000 | -0.2% | 4,920 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $455,000 | -1.3% | 4,920 | 0.0% | 0.01% | -15.4% |
| Q4 2014 | $461,000 | +4.1% | 4,920 | 0.0% | 0.01% | -7.1% |
| Q3 2014 | $443,000 | -0.2% | 4,920 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $444,000 | +3.7% | 4,920 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $428,000 | +1.9% | 4,920 | 0.0% | 0.01% | +7.7% |
| Q4 2013 | $420,000 | +47.9% | 4,920 | +35.9% | 0.01% | +18.2% |
| Q3 2013 | $284,000 | +3.6% | 3,620 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $274,000 | – | 3,620 | – | 0.01% | – |
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% |