ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 360 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.17 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $612,000 | -63.1% | 6,634 | -62.9% | 0.07% | -80.2% |
| Q1 2015 | $1,657,000 | +2.4% | 17,902 | +3.7% | 0.34% | +5.0% |
| Q4 2014 | $1,618,000 | -11.5% | 17,256 | -15.0% | 0.32% | -18.1% |
| Q3 2014 | $1,829,000 | -0.3% | 20,311 | 0.0% | 0.39% | +6.8% |
| Q2 2014 | $1,834,000 | +3.9% | 20,311 | 0.0% | 0.37% | +7.6% |
| Q1 2014 | $1,765,000 | -44.7% | 20,311 | -45.6% | 0.34% | -43.8% |
| Q4 2013 | $3,191,000 | -16.1% | 37,340 | -23.2% | 0.61% | -19.7% |
| Q3 2013 | $3,805,000 | +24.6% | 48,589 | +20.5% | 0.76% | +14.2% |
| Q2 2013 | $3,054,000 | – | 40,312 | – | 0.66% | – |
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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% |