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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Windmill Hill Asset Management Ltd | 349,920 | $48,100,000 | 24.84% |
| HOME FEDERAL BANK OF TENNESSEE | 425,054 | $58,428,000 | 22.78% |
| Johnson Midwest Financial, LLC | 112,513 | $15,466,000 | 20.80% |
| LPWM LLC | 240,267 | $33,414,000 | 18.63% |
| Halpern Financial, Inc. | 258,370 | $35,515,545 | 13.85% |
| LVZ, Inc. | 595,112 | $81,804,000 | 13.72% |
| Praetorian Wealth Management, Inc. | 243,206 | $33,431,000 | 12.28% |
| Barber Financial Group, Inc. | 542,018 | $74,506,000 | 12.20% |
| Powell Investment Advisors, LLC | 143,029 | $19,661,000 | 11.92% |
| Strategic Wealth Partners Group, LLC | 351,059 | $48,257,000 | 10.74% |