ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,747,000 | -14.8% | 17,271 | -2.4% | 1.15% | -16.9% |
| Q3 2018 | $2,050,000 | +24.5% | 17,696 | +18.3% | 1.38% | +13.1% |
| Q2 2018 | $1,647,000 | -7.6% | 14,954 | -8.2% | 1.22% | -16.3% |
| Q1 2018 | $1,782,000 | -20.4% | 16,298 | -16.8% | 1.46% | -20.3% |
| Q4 2017 | $2,239,000 | +7.4% | 19,597 | +1.4% | 1.83% | -0.4% |
| Q3 2017 | $2,085,000 | -4.1% | 19,319 | -6.7% | 1.84% | -1.9% |
| Q2 2017 | $2,174,000 | +33.1% | 20,709 | +32.0% | 1.87% | +21.1% |
| Q1 2017 | $1,633,000 | +103.6% | 15,694 | +98.5% | 1.55% | +88.6% |
| Q4 2016 | $802,000 | +15.2% | 7,906 | +7.9% | 0.82% | +12.2% |
| Q3 2016 | $696,000 | +13.7% | 7,330 | +11.2% | 0.73% | +10.2% |
| Q2 2016 | $612,000 | +3.2% | 6,590 | 0.0% | 0.66% | +1.1% |
| Q1 2016 | $593,000 | +29.5% | 6,590 | +27.4% | 0.66% | +28.1% |
| Q4 2015 | $458,000 | – | 5,172 | – | 0.51% | – |
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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% |