ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $805,000 | +5.2% | 6,950 | 0.0% | 0.58% | -5.7% |
| Q2 2018 | $765,000 | -52.7% | 6,950 | -53.0% | 0.61% | -77.0% |
| Q1 2018 | $1,617,000 | +105.2% | 14,786 | +114.5% | 2.67% | +115.2% |
| Q4 2017 | $788,000 | -62.5% | 6,894 | -64.6% | 1.24% | -72.9% |
| Q3 2017 | $2,104,000 | +35.7% | 19,500 | +27.5% | 4.58% | +115.6% |
| Q4 2016 | $1,551,000 | – | 15,300 | – | 2.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |