ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 627 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $277,000 | -29.7% | 2,740 | -20.6% | 0.03% | -15.8% |
| Q4 2017 | $394,000 | -2.7% | 3,450 | -8.0% | 0.04% | -5.0% |
| Q3 2017 | $405,000 | +2.8% | 3,750 | 0.0% | 0.04% | -2.4% |
| Q2 2017 | $394,000 | +2.3% | 3,750 | +1.4% | 0.04% | +2.5% |
| Q1 2017 | $385,000 | -54.1% | 3,700 | -55.3% | 0.04% | -56.5% |
| Q4 2016 | $839,000 | +32.3% | 8,280 | +24.0% | 0.09% | +31.4% |
| Q3 2016 | $634,000 | +6.4% | 6,680 | +4.1% | 0.07% | +4.5% |
| Q2 2016 | $596,000 | +9.0% | 6,415 | +5.5% | 0.07% | +8.1% |
| Q1 2016 | $547,000 | -33.5% | 6,080 | -34.6% | 0.06% | -32.6% |
| Q4 2015 | $822,000 | +16.9% | 9,290 | +11.1% | 0.09% | +12.2% |
| Q3 2015 | $703,000 | -1.3% | 8,365 | +8.4% | 0.08% | +9.3% |
| Q2 2015 | $712,000 | +20.5% | 7,720 | +20.9% | 0.08% | +27.1% |
| Q1 2015 | $591,000 | +37.4% | 6,385 | +39.3% | 0.06% | +28.3% |
| Q4 2014 | $430,000 | +79.9% | 4,585 | +73.3% | 0.05% | +76.9% |
| Q2 2014 | $239,000 | -30.7% | 2,645 | -33.3% | 0.03% | -36.6% |
| Q1 2014 | $345,000 | +34.2% | 3,965 | +31.7% | 0.04% | +28.1% |
| Q4 2013 | $257,000 | +22.4% | 3,010 | +12.3% | 0.03% | +18.5% |
| Q3 2013 | $210,000 | +3.4% | 2,680 | 0.0% | 0.03% | -6.9% |
| Q2 2013 | $203,000 | – | 2,680 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |