ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $3,666,000 | -15.5% | 36,250 | -3.3% | 1.35% | +21.4% |
| Q3 2018 | $4,341,000 | +0.2% | 37,476 | -4.7% | 1.11% | -5.5% |
| Q2 2018 | $4,333,000 | -5.2% | 39,341 | -5.9% | 1.18% | -11.3% |
| Q1 2018 | $4,572,000 | -14.7% | 41,818 | -10.8% | 1.33% | -7.7% |
| Q4 2017 | $5,357,000 | +5.2% | 46,893 | -0.6% | 1.44% | +6.1% |
| Q3 2017 | $5,090,000 | +0.6% | 47,170 | -2.2% | 1.36% | -5.3% |
| Q2 2017 | $5,062,000 | +0.3% | 48,227 | -0.6% | 1.43% | -2.5% |
| Q1 2017 | $5,049,000 | +6.4% | 48,532 | +3.7% | 1.47% | +4.9% |
| Q4 2016 | $4,747,000 | – | 46,821 | – | 1.40% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |