ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 360 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.17 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $56,000 | -12.5% | 522 | -14.3% | 0.10% | -3.9% |
| Q2 2017 | $64,000 | +1.6% | 609 | 0.0% | 0.10% | +14.4% |
| Q1 2017 | $63,000 | -11.3% | 609 | -12.5% | 0.09% | -23.7% |
| Q4 2016 | $71,000 | +39.2% | 696 | +30.6% | 0.12% | +31.1% |
| Q3 2016 | $51,000 | +2.0% | 533 | 0.0% | 0.09% | +12.5% |
| Q2 2016 | $50,000 | +4.2% | 533 | 0.0% | 0.08% | +11.1% |
| Q1 2016 | $48,000 | -2.0% | 533 | -4.7% | 0.07% | +4.3% |
| Q4 2015 | $49,000 | +4.3% | 559 | 0.0% | 0.07% | +4.5% |
| Q3 2015 | $47,000 | -13.0% | 559 | -4.9% | 0.07% | +6.5% |
| Q2 2015 | $54,000 | 0.0% | 588 | 0.0% | 0.06% | -4.6% |
| Q1 2015 | $54,000 | -28.0% | 588 | -26.8% | 0.06% | -25.3% |
| Q4 2014 | $75,000 | +11.9% | 803 | +7.4% | 0.09% | +1.2% |
| Q3 2014 | $67,000 | – | 748 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |