ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.00 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 | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |