ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 515 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
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 | 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% |