JAMES INVESTMENT RESEARCH, INC. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 446 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.84 and the average weighting 1.0%.

Quarter-by-quarter ownership
JAMES INVESTMENT RESEARCH, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$487,000
+11.4%
4,3200.0%0.03%
+18.5%
Q4 2018$437,000
-12.6%
4,3200.0%0.03%
+28.6%
Q3 2018$500,000
-7.7%
4,320
-12.2%
0.02%0.0%
Q2 2018$542,000
+0.7%
4,9200.0%0.02%
+5.0%
Q1 2018$538,000
-4.3%
4,9200.0%0.02%
+5.3%
Q4 2017$562,000
+5.8%
4,9200.0%0.02%
+5.6%
Q3 2017$531,000
+2.9%
4,9200.0%0.02%
+12.5%
Q2 2017$516,000
+0.8%
4,9200.0%0.02%
+14.3%
Q1 2017$512,000
+2.6%
4,9200.0%0.01%
+7.7%
Q4 2016$499,000
+6.9%
4,9200.0%0.01%
+8.3%
Q3 2016$467,000
+2.2%
4,9200.0%0.01%0.0%
Q2 2016$457,000
+3.4%
4,9200.0%0.01%
+9.1%
Q1 2016$442,000
+1.4%
4,9200.0%0.01%0.0%
Q4 2015$436,000
+5.6%
4,9200.0%0.01%0.0%
Q3 2015$413,000
-9.0%
4,9200.0%0.01%0.0%
Q2 2015$454,000
-0.2%
4,9200.0%0.01%0.0%
Q1 2015$455,000
-1.3%
4,9200.0%0.01%
-15.4%
Q4 2014$461,000
+4.1%
4,9200.0%0.01%
-7.1%
Q3 2014$443,000
-0.2%
4,9200.0%0.01%0.0%
Q2 2014$444,000
+3.7%
4,9200.0%0.01%0.0%
Q1 2014$428,000
+1.9%
4,9200.0%0.01%
+7.7%
Q4 2013$420,000
+47.9%
4,920
+35.9%
0.01%
+18.2%
Q3 2013$284,000
+3.6%
3,6200.0%0.01%0.0%
Q2 2013$274,0003,6200.01%
Other shareholders
ISHARES TR shareholders Q2 2016
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