Independent Portfolio Consultants, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 527 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.

Quarter-by-quarter ownership
Independent Portfolio Consultants, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$319,000
-11.1%
3,070
-13.3%
0.11%
-6.8%
Q4 2016$359,000
+541.1%
3,540
+466.4%
0.12%
+686.7%
Q3 2014$56,0000.0%6250.0%0.02%
-6.2%
Q2 2014$56,0006250.02%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 467,574$59,859,00023.71%
LPWM LLC 208,165$26,649,00019.89%
Willis Johnson & Associates, Inc. 622,357$79,674,00013.30%
MMA ASSET MANAGEMENT LLC 91,276$11,685,00011.36%
Powell Investment Advisors, LLC 115,050$14,729,00011.20%
Halpern Financial, Inc. 160,532$20,551,31110.69%
Praetorian Wealth Management, Inc. 211,425$27,066,00010.34%
FINANCIAL LIFE ADVISORS 145,813$18,666,0009.66%
Strategic Wealth Partners Group, LLC 350,915$44,924,0009.53%
AMARILLO NATIONAL BANK 266,126$34,069,0009.32%
View complete list of ISHARES TR shareholders