Welch Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 627 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
Welch Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$268,000
+5.9%
2,3460.0%0.17%
-2.3%
Q3 2017$253,000
-5.2%
2,346
-7.7%
0.17%
-12.1%
Q2 2017$267,000
+1.1%
2,5410.0%0.20%
-5.3%
Q1 2017$264,000
-1.1%
2,541
-3.6%
0.21%
-10.3%
Q4 2016$267,0002,6350.23%
Other shareholders
ISHARES TR shareholders Q1 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