LUCAS CAPITAL MANAGEMENT - ISHARES TR ownership

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
LUCAS CAPITAL MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$213,000
-9.7%
1,971
-12.3%
0.19%
+11.7%
Q2 2017$236,000
-14.5%
2,248
-15.1%
0.17%
-16.2%
Q1 2017$276,000
+3.4%
2,648
+0.5%
0.20%
+5.7%
Q4 2016$267,000
+7.2%
2,636
+0.6%
0.19%
+1.0%
Q3 2016$249,000
+2.9%
2,620
+0.6%
0.19%
+11.7%
Q2 2016$242,000
+3.9%
2,604
+0.6%
0.17%
+0.6%
Q1 2016$233,000
+2.2%
2,589
+0.6%
0.17%
+16.4%
Q4 2015$228,000
+7.0%
2,573
+1.3%
0.15%
+18.7%
Q3 2015$213,000
-9.0%
2,540
+0.0%
0.12%
+18.3%
Q2 2015$234,0000.0%2,539
+0.5%
0.10%
+10.6%
Q1 2015$234,000
-0.8%
2,526
+0.6%
0.09%
+6.8%
Q4 2014$236,000
+4.9%
2,512
+0.6%
0.09%
+27.5%
Q3 2014$225,000
+0.4%
2,497
+0.6%
0.07%
-2.8%
Q2 2014$224,000
+4.2%
2,483
+0.5%
0.07%
+2.9%
Q1 2014$215,000
+2.4%
2,470
+0.5%
0.07%
-1.4%
Q4 2013$210,0002,4570.07%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders