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 | ||||
---|---|---|---|---|---|---|
Q1 2018 | $1,406,000 | +9.7% | 12,856 | +14.5% | 0.36% | +4.6% |
Q4 2017 | $1,282,000 | +6.0% | 11,226 | +0.2% | 0.35% | -2.8% |
Q3 2017 | $1,209,000 | -9.0% | 11,204 | -11.4% | 0.36% | -10.5% |
Q2 2017 | $1,328,000 | +1.1% | 12,651 | +0.1% | 0.40% | -2.0% |
Q1 2017 | $1,314,000 | +3.8% | 12,633 | +1.2% | 0.41% | -3.6% |
Q4 2016 | $1,266,000 | +6.9% | 12,486 | +0.2% | 0.42% | +6.0% |
Q3 2016 | $1,184,000 | +7.5% | 12,467 | +5.2% | 0.40% | -3.6% |
Q2 2016 | $1,101,000 | +14.4% | 11,849 | +10.7% | 0.41% | +5.4% |
Q1 2016 | $962,000 | +3.9% | 10,701 | +2.3% | 0.39% | +3.7% |
Q4 2015 | $926,000 | +23.5% | 10,463 | +17.2% | 0.38% | +13.5% |
Q3 2015 | $750,000 | +37.9% | 8,925 | +51.2% | 0.33% | +44.8% |
Q2 2015 | $544,000 | +18.0% | 5,902 | +18.4% | 0.23% | +16.8% |
Q1 2015 | $461,000 | -1.3% | 4,983 | 0.0% | 0.20% | +1.0% |
Q4 2014 | $467,000 | – | 4,983 | – | 0.20% | – |
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% |