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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
LPWM LLC | 193,875 | $18,660,000 | 20.33% |
AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |