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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,839,000 | +9.2% | 14,138 | 0.0% | 0.24% | +1.7% |
| Q3 2019 | $1,684,000 | +0.9% | 14,138 | -1.2% | 0.24% | +2.1% |
| Q2 2019 | $1,669,000 | +3.4% | 14,310 | 0.0% | 0.23% | +2.6% |
| Q1 2019 | $1,614,000 | +13.9% | 14,310 | +2.1% | 0.23% | -0.4% |
| Q4 2018 | $1,417,000 | -12.7% | 14,010 | 0.0% | 0.23% | +3.2% |
| Q3 2018 | $1,623,000 | +5.2% | 14,010 | 0.0% | 0.22% | +4.7% |
| Q2 2018 | $1,543,000 | -10.9% | 14,010 | -11.5% | 0.21% | -10.2% |
| Q1 2018 | $1,731,000 | -7.4% | 15,835 | -3.2% | 0.24% | 0.0% |
| Q4 2017 | $1,869,000 | -33.2% | 16,365 | -36.9% | 0.24% | -35.5% |
| Q3 2017 | $2,797,000 | -38.4% | 25,915 | -40.1% | 0.37% | -39.5% |
| Q2 2017 | $4,540,000 | +0.8% | 43,254 | -0.1% | 0.60% | -2.9% |
| Q1 2017 | $4,506,000 | -2.0% | 43,310 | -4.5% | 0.62% | -6.7% |
| Q4 2016 | $4,598,000 | +9.1% | 45,360 | +2.2% | 0.67% | +4.9% |
| Q3 2016 | $4,215,000 | +2.2% | 44,385 | 0.0% | 0.64% | -0.5% |
| Q2 2016 | $4,123,000 | +3.3% | 44,385 | 0.0% | 0.64% | -9.0% |
| Q1 2016 | $3,992,000 | -0.1% | 44,385 | -1.7% | 0.70% | +0.4% |
| Q4 2015 | $3,996,000 | -5.1% | 45,131 | -10.0% | 0.70% | -8.9% |
| Q3 2015 | $4,212,000 | -8.8% | 50,131 | +0.1% | 0.77% | +0.3% |
| Q2 2015 | $4,616,000 | -0.7% | 50,058 | -0.3% | 0.77% | -6.5% |
| Q1 2015 | $4,649,000 | -1.7% | 50,233 | -0.4% | 0.82% | -1.2% |
| Q4 2014 | $4,729,000 | +4.6% | 50,434 | +0.5% | 0.83% | -8.2% |
| Q3 2014 | $4,519,000 | -6.4% | 50,172 | -6.2% | 0.90% | -0.8% |
| Q2 2014 | $4,827,000 | +1.9% | 53,464 | -2.0% | 0.91% | -7.2% |
| Q1 2014 | $4,739,000 | -14.0% | 54,529 | -15.4% | 0.98% | -19.9% |
| Q4 2013 | $5,508,000 | +9.5% | 64,454 | +0.4% | 1.22% | -0.3% |
| Q3 2013 | $5,028,000 | +70.9% | 64,203 | +65.4% | 1.23% | +610.4% |
| Q2 2013 | $2,942,000 | – | 38,828 | – | 0.17% | – |
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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% |