Ruggie Capital Group - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
Ruggie Capital Group ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$1,000
-98.7%
10
-98.6%
0.00%
-100.0%
Q2 2017$75,000
+7400.0%
715
+4666.7%
0.05%
+5000.0%
Q2 2015$1,0000.0%150.0%0.00%0.0%
Q1 2015$1,0000.0%150.0%0.00%0.0%
Q4 2014$1,000150.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 663,169$62,185,00015.53%
FIRST HAWAIIAN BANK 804,869$75,473,00012.34%
AFFINITY WEALTH MANAGEMENT LLC 159,564$14,962,00011.97%
LVZ, Inc. 171,905$16,120,00011.94%
Berkshire Money Management, Inc. 417,343$39,134,00011.71%
Valmark Advisers, Inc. 5,267,779$493,960,00011.50%
Efficient Advisors, LLC 431,367$40,449,0009.25%
TD Ameritrade Trust Co 374,344$35,469,0008.61%
PHILLIPS FINANCIAL MANAGEMENT, LLC 311,512$28,611,0008.20%
Betterment LLC 968,790$90,843,0007.94%
View complete list of ISHARES TR shareholders