ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 524 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $2,474,000 | -5.2% | 21,369 | -9.9% | 2.70% | -12.5% |
| Q2 2018 | $2,610,000 | -7.3% | 23,723 | -8.3% | 3.08% | -21.1% |
| Q1 2018 | $2,817,000 | -2.5% | 25,878 | +2.4% | 3.91% | -37.9% |
| Q4 2017 | $2,888,000 | +22.7% | 25,277 | +15.9% | 6.29% | +1.0% |
| Q3 2017 | $2,354,000 | +7.6% | 21,814 | +4.6% | 6.23% | -1.8% |
| Q2 2017 | $2,188,000 | -20.7% | 20,845 | -21.4% | 6.34% | -27.1% |
| Q1 2017 | $2,758,000 | – | 26,507 | – | 8.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |