Summit Equities Inc - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 728 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
Summit Equities Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$275,815,000
+10.2%
2,381
+4.8%
0.05%
+4.5%
Q2 2018$250,325,000
+14.4%
2,273
+18.7%
0.04%
+18.9%
Q4 2017$218,770,0001,9150.04%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders