ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $5,439,000 | -8.5% | 53,781 | +5.4% | 0.72% | +3.3% |
| Q3 2018 | $5,943,000 | +2.9% | 51,004 | -2.1% | 0.70% | -0.4% |
| Q2 2018 | $5,774,000 | +0.4% | 52,095 | -1.0% | 0.70% | -2.9% |
| Q1 2018 | $5,752,000 | -7.8% | 52,607 | -3.7% | 0.72% | -8.3% |
| Q4 2017 | $6,239,000 | +7.3% | 54,615 | +1.4% | 0.79% | -2.4% |
| Q3 2017 | $5,817,000 | -5.2% | 53,861 | -7.8% | 0.80% | -11.7% |
| Q2 2017 | $6,139,000 | +3.1% | 58,445 | +2.1% | 0.91% | -2.8% |
| Q1 2017 | $5,954,000 | +14.1% | 57,228 | +2.8% | 0.94% | -27.1% |
| Q4 2016 | $5,220,000 | -13.0% | 55,673 | -11.9% | 1.29% | +9.4% |
| Q3 2016 | $5,998,000 | +9.7% | 63,163 | +7.3% | 1.18% | +1.4% |
| Q2 2016 | $5,468,000 | +7.4% | 58,861 | +4.0% | 1.16% | -47.2% |
| Q1 2016 | $5,090,000 | -1.4% | 56,604 | -3.0% | 2.19% | +0.9% |
| Q4 2015 | $5,164,000 | +5.6% | 58,331 | +0.2% | 2.17% | -12.0% |
| Q3 2015 | $4,892,000 | -8.6% | 58,212 | +0.3% | 2.47% | +6.2% |
| Q2 2015 | $5,353,000 | +0.9% | 58,048 | +1.3% | 2.32% | -5.4% |
| Q1 2015 | $5,305,000 | +1.6% | 57,316 | +3.0% | 2.46% | +53.7% |
| Q4 2014 | $5,220,000 | +13.1% | 55,673 | +8.6% | 1.60% | -46.4% |
| Q3 2014 | $4,617,000 | +1.1% | 51,257 | +1.3% | 2.99% | -27.9% |
| Q2 2014 | $4,569,000 | +1.3% | 50,615 | -2.5% | 4.14% | -3.2% |
| Q1 2014 | $4,512,000 | +1.1% | 51,918 | -0.6% | 4.28% | -5.7% |
| Q4 2013 | $4,463,000 | +9.9% | 52,228 | +0.7% | 4.54% | -1.5% |
| Q3 2013 | $4,062,000 | +0.6% | 51,862 | -2.6% | 4.61% | -16.2% |
| Q2 2013 | $4,036,000 | – | 53,264 | – | 5.50% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |