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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |