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 | $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 | 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% |