Peak Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 527 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.

Quarter-by-quarter ownership
Peak Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$213,000
-15.5%
1,948
-11.6%
0.08%
-15.2%
Q4 2017$252,000
+2.4%
2,203
-3.4%
0.09%
+4.5%
Q3 2017$246,000
+2.9%
2,2810.0%0.09%
-1.1%
Q2 2017$239,000
-11.5%
2,281
-12.1%
0.09%
-12.7%
Q1 2017$270,000
-11.2%
2,595
-13.4%
0.10%
-16.4%
Q4 2016$304,000
+1.7%
2,995
-4.7%
0.12%
-3.2%
Q3 2016$299,000
-4.8%
3,144
-7.0%
0.13%
-9.4%
Q2 2016$314,000
-3.4%
3,381
-6.3%
0.14%
-9.7%
Q1 2016$325,000
+34.9%
3,610
+32.9%
0.15%
+30.5%
Q4 2015$241,000
-0.4%
2,717
-5.7%
0.12%
-8.5%
Q3 2015$242,000
-9.0%
2,8800.0%0.13%
-7.9%
Q2 2015$266,000
-0.4%
2,8800.0%0.14%
+6.1%
Q1 2015$267,000
-1.1%
2,8800.0%0.13%
-7.0%
Q4 2014$270,0002,8800.14%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders