ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 301 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.98 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,184,000 | +5.9% | 19,114 | 0.0% | 0.03% | -12.8% |
| Q3 2017 | $2,063,000 | +2.8% | 19,114 | 0.0% | 0.04% | -2.5% |
| Q2 2017 | $2,006,000 | +0.9% | 19,114 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $1,989,000 | +2.6% | 19,114 | 0.0% | 0.04% | +2.6% |
| Q4 2016 | $1,938,000 | +6.8% | 19,114 | 0.0% | 0.04% | +2.6% |
| Q3 2016 | $1,815,000 | +2.2% | 19,114 | 0.0% | 0.04% | +8.6% |
| Q2 2016 | $1,776,000 | +3.3% | 19,114 | 0.0% | 0.04% | +6.1% |
| Q1 2016 | $1,719,000 | +1.6% | 19,114 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $1,692,000 | +5.4% | 19,114 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $1,606,000 | +304.5% | 19,114 | +318.1% | 0.03% | +266.7% |
| Q1 2014 | $397,000 | – | 4,572 | – | 0.01% | – |
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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% |