ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 402 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.06 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $7,726,000 | -17.7% | 73,610 | -18.4% | 0.25% | -23.9% |
| Q1 2017 | $9,388,000 | -14.2% | 90,238 | -16.4% | 0.33% | -22.1% |
| Q4 2016 | $10,946,000 | +34.7% | 107,967 | +26.2% | 0.42% | +27.7% |
| Q3 2016 | $8,126,000 | +32.1% | 85,575 | +29.3% | 0.33% | +16.3% |
| Q2 2016 | $6,150,000 | +31.6% | 66,197 | +27.4% | 0.28% | +12.3% |
| Q1 2016 | $4,672,000 | -31.8% | 51,951 | -32.9% | 0.25% | -30.6% |
| Q4 2015 | $6,850,000 | +96.3% | 77,375 | +86.3% | 0.36% | +99.5% |
| Q3 2015 | $3,489,000 | +772.2% | 41,525 | +861.4% | 0.18% | +857.9% |
| Q1 2015 | $400,000 | – | 4,319 | – | 0.02% | – |
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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% |