ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 419 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 2.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $14,058,000 | -89.9% | 139 | -88.4% | 0.03% | -87.6% |
| Q3 2018 | $139,008,000 | +5.2% | 1,200 | 0.0% | 0.28% | +8.3% |
| Q2 2018 | $132,156,000 | -65.4% | 1,200 | -65.7% | 0.25% | -47.7% |
| Q1 2018 | $382,361,000 | -19.8% | 3,497 | -16.2% | 0.49% | -4.9% |
| Q4 2017 | $476,837,000 | +1.5% | 4,174 | -4.1% | 0.51% | -10.8% |
| Q3 2017 | $469,732,000 | -10.6% | 4,353 | -13.0% | 0.57% | -7.3% |
| Q2 2017 | $525,324,000 | +0.9% | 5,005 | 0.0% | 0.62% | +4.2% |
| Q1 2017 | $520,720,000 | -29.4% | 5,005 | -31.2% | 0.59% | -27.0% |
| Q4 2016 | $737,640,000 | -15.5% | 7,276 | -20.8% | 0.81% | +24.2% |
| Q3 2016 | $872,492,000 | +2.1% | 9,188 | -0.1% | 0.65% | -43.5% |
| Q2 2016 | $854,494,000 | -41.1% | 9,198 | -43.0% | 1.16% | -37.2% |
| Q1 2016 | $1,451,470,000 | +68.5% | 16,140 | +65.8% | 1.84% | +81.0% |
| Q4 2015 | $861,573,000 | -64.7% | 9,732 | -63.2% | 1.02% | -56.2% |
| Q2 2015 | $2,439,323,000 | -0.8% | 26,454 | -0.5% | 2.33% | -3.2% |
| Q1 2015 | $2,460,152,000 | – | 26,579 | – | 2.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |