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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $23,000 | +4.5% | 199 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $22,000 | +10.0% | 199 | 0.0% | 0.01% | -33.3% |
| Q4 2018 | $20,000 | -13.0% | 199 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $23,000 | +4.5% | 199 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $22,000 | 0.0% | 199 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $22,000 | -37.1% | 199 | -34.1% | 0.01% | -31.6% |
| Q4 2017 | $35,000 | +1066.7% | 302 | +1061.5% | 0.02% | +850.0% |
| Q3 2017 | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | – | 26 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 421,198 | $61,103,192 | 23.23% |
| LPWM LLC | 242,937 | $36,547,490 | 19.66% |
| Foundation Wealth Management, LLC | 106,939 | $15,513,621 | 15.75% |
| Halpern Financial, Inc. | 274,700 | $39,850,734 | 14.61% |
| HOHIMER WEALTH MANAGEMENT, LLC | 314,579 | $45,635,976 | 14.56% |
| LVZ, Inc. | 575,155 | $83,437,689 | 13.02% |
| MMA ASSET MANAGEMENT LLC | 107,216 | $15,553,878 | 12.68% |
| Frank, Rimerman Advisors LLC | 269,955 | $39,162,372 | 12.20% |
| Powell Investment Advisors, LLC | 143,642 | $20,838,131 | 12.10% |
| Strategic Wealth Partners Group, LLC | 374,163 | $54,279 | 11.52% |