ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $10,520,000 | -6.8% | 90,249 | -9.9% | 3.52% | -3.1% |
| Q1 2019 | $11,290,000 | +20.3% | 100,139 | +8.0% | 3.64% | +15.9% |
| Q4 2018 | $9,381,000 | -14.4% | 92,755 | -2.0% | 3.14% | -7.2% |
| Q3 2018 | $10,964,000 | +5.9% | 94,652 | +0.7% | 3.38% | +5.5% |
| Q2 2018 | $10,356,000 | +4.1% | 94,026 | +3.3% | 3.20% | +1.1% |
| Q1 2018 | $9,952,000 | -4.6% | 91,021 | -0.3% | 3.17% | -2.7% |
| Q4 2017 | $10,432,000 | +6.6% | 91,314 | +0.7% | 3.26% | +1.1% |
| Q3 2017 | $9,787,000 | +5.0% | 90,691 | +2.1% | 3.22% | +4.4% |
| Q2 2017 | $9,324,000 | +1.7% | 88,838 | +0.8% | 3.08% | +1.4% |
| Q1 2017 | $9,167,000 | +5.0% | 88,118 | +2.3% | 3.04% | +1.9% |
| Q4 2016 | $8,732,000 | +7.6% | 86,132 | -0.7% | 2.98% | +1.5% |
| Q3 2016 | $8,115,000 | +13.7% | 86,762 | +12.9% | 2.94% | +18.8% |
| Q2 2016 | $7,136,000 | +25.1% | 76,816 | +21.1% | 2.48% | +25.9% |
| Q1 2016 | $5,706,000 | +0.2% | 63,454 | -1.3% | 1.97% | -3.9% |
| Q4 2015 | $5,692,000 | +1.7% | 64,294 | -3.4% | 2.05% | -0.2% |
| Q3 2015 | $5,595,000 | -14.6% | 66,583 | -6.3% | 2.05% | -7.7% |
| Q2 2015 | $6,552,000 | +4.9% | 71,053 | +5.3% | 2.22% | +3.1% |
| Q1 2015 | $6,243,000 | -1.9% | 67,450 | -0.6% | 2.16% | 0.0% |
| Q4 2014 | $6,366,000 | +2.6% | 67,881 | -1.5% | 2.16% | -4.9% |
| Q3 2014 | $6,204,000 | -10.4% | 68,883 | -10.2% | 2.27% | -1.0% |
| Q2 2014 | $6,923,000 | +9.9% | 76,689 | +5.8% | 2.29% | +8.8% |
| Q1 2014 | $6,300,000 | +18.4% | 72,490 | +16.4% | 2.10% | +1.5% |
| Q4 2013 | $5,321,000 | +13.2% | 62,257 | +3.8% | 2.07% | +6.8% |
| Q3 2013 | $4,700,000 | +32.4% | 60,006 | +28.1% | 1.94% | +22.9% |
| Q2 2013 | $3,550,000 | – | 46,848 | – | 1.58% | – |
Download | ||||||
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% |