ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 316 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 3.29 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $8,859,000 | -1.4% | 98,510 | -2.9% | 0.26% | -2.9% |
| Q4 2015 | $8,986,000 | +3.0% | 101,500 | -2.2% | 0.27% | -0.4% |
| Q3 2015 | $8,722,000 | -11.4% | 103,800 | -2.8% | 0.27% | +1.9% |
| Q2 2015 | $9,846,000 | -13.2% | 106,780 | -12.9% | 0.27% | -15.2% |
| Q1 2015 | $11,348,000 | -6.7% | 122,600 | -5.5% | 0.32% | -6.8% |
| Q4 2014 | $12,161,000 | -0.5% | 129,690 | -4.5% | 0.34% | -3.1% |
| Q3 2014 | $12,227,000 | -4.4% | 135,750 | -4.1% | 0.35% | -3.6% |
| Q2 2014 | $12,784,000 | -3.9% | 141,600 | -7.5% | 0.36% | -5.7% |
| Q1 2014 | $13,298,000 | -4.5% | 153,030 | -6.1% | 0.38% | -4.7% |
| Q4 2013 | $13,931,000 | +4.8% | 163,010 | -3.9% | 0.40% | -0.7% |
| Q3 2013 | $13,290,000 | -1.2% | 169,690 | -4.4% | 0.41% | -7.3% |
| Q2 2013 | $13,450,000 | – | 177,510 | – | 0.44% | – |
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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% |