ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 525 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,331,000 | -1.3% | 12,085 | -1.9% | 0.60% | -6.7% |
| Q1 2018 | $1,348,000 | +0.6% | 12,324 | +5.1% | 0.64% | +71.4% |
| Q4 2017 | $1,340,000 | +1.3% | 11,730 | -4.4% | 0.37% | -43.8% |
| Q3 2017 | $1,323,000 | -0.3% | 12,267 | -3.0% | 0.67% | -8.9% |
| Q2 2017 | $1,327,000 | +24.1% | 12,644 | +23.0% | 0.73% | +19.1% |
| Q1 2017 | $1,069,000 | +0.7% | 10,279 | -1.9% | 0.61% | -5.8% |
| Q4 2016 | $1,062,000 | -1.2% | 10,483 | -7.5% | 0.65% | -1.7% |
| Q3 2016 | $1,075,000 | -0.5% | 11,327 | -2.6% | 0.66% | -6.1% |
| Q2 2016 | $1,080,000 | -15.6% | 11,635 | -18.2% | 0.71% | -17.1% |
| Q1 2016 | $1,279,000 | -14.3% | 14,223 | -15.7% | 0.85% | +143.4% |
| Q4 2015 | $1,493,000 | +7.0% | 16,870 | +1.6% | 0.35% | -45.1% |
| Q3 2015 | $1,395,000 | – | 16,606 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windmill Hill Asset Management Ltd | 349,920 | $48,100,000 | 24.84% |
| HOME FEDERAL BANK OF TENNESSEE | 425,054 | $58,428,000 | 22.78% |
| Johnson Midwest Financial, LLC | 112,513 | $15,466,000 | 20.80% |
| LPWM LLC | 240,267 | $33,414,000 | 18.63% |
| Halpern Financial, Inc. | 258,370 | $35,515,545 | 13.85% |
| LVZ, Inc. | 595,112 | $81,804,000 | 13.72% |
| Praetorian Wealth Management, Inc. | 243,206 | $33,431,000 | 12.28% |
| Barber Financial Group, Inc. | 542,018 | $74,506,000 | 12.20% |
| Powell Investment Advisors, LLC | 143,029 | $19,661,000 | 11.92% |
| Strategic Wealth Partners Group, LLC | 351,059 | $48,257,000 | 10.74% |