ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $234,000 | 0.0% | 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 | $210,000 | – | 2,457 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |