ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $64,000 | -11.1% | 585 | -7.3% | 0.04% | -8.9% |
| Q4 2017 | $72,000 | -4.0% | 631 | -9.3% | 0.04% | -10.0% |
| Q3 2017 | $75,000 | -6.2% | 696 | -8.9% | 0.05% | -9.1% |
| Q2 2017 | $80,000 | -27.3% | 764 | -28.0% | 0.06% | -31.2% |
| Q1 2017 | $110,000 | -2.7% | 1,061 | -4.8% | 0.08% | -15.8% |
| Q4 2016 | $113,000 | 0.0% | 1,115 | -6.9% | 0.10% | +10.5% |
| Q3 2016 | $113,000 | -5.0% | 1,197 | -7.1% | 0.09% | -12.2% |
| Q2 2016 | $119,000 | -7.8% | 1,289 | -10.4% | 0.10% | -19.0% |
| Q1 2016 | $129,000 | -11.6% | 1,439 | -12.9% | 0.12% | -12.9% |
| Q4 2015 | $146,000 | – | 1,653 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |