ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 294 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $342,000 | +5.2% | 3,862 | 0.0% | 0.10% | -6.4% |
| Q3 2015 | $325,000 | -12.6% | 3,862 | -4.3% | 0.11% | +7.8% |
| Q2 2015 | $372,000 | -0.5% | 4,037 | 0.0% | 0.10% | -1.0% |
| Q1 2015 | $374,000 | -1.3% | 4,037 | 0.0% | 0.10% | +4.0% |
| Q4 2014 | $379,000 | +4.1% | 4,037 | 0.0% | 0.10% | 0.0% |
| Q3 2014 | $364,000 | 0.0% | 4,037 | 0.0% | 0.10% | +1.0% |
| Q2 2014 | $364,000 | +3.7% | 4,037 | 0.0% | 0.10% | 0.0% |
| Q1 2014 | $351,000 | +1.7% | 4,037 | 0.0% | 0.10% | +3.2% |
| Q4 2013 | $345,000 | +9.2% | 4,037 | 0.0% | 0.10% | -7.8% |
| Q3 2013 | $316,000 | -4.8% | 4,037 | -7.8% | 0.10% | -8.8% |
| Q2 2013 | $332,000 | +4.1% | 4,377 | +1.4% | 0.11% | +4.6% |
| Q1 2013 | $319,000 | – | 4,318 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |