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 | ||||
---|---|---|---|---|---|---|
Q3 2017 | $213,000 | -9.7% | 1,971 | -12.3% | 0.19% | +11.7% |
Q2 2017 | $236,000 | -14.5% | 2,248 | -15.1% | 0.17% | -16.2% |
Q1 2017 | $276,000 | +3.4% | 2,648 | +0.5% | 0.20% | +5.7% |
Q4 2016 | $267,000 | +7.2% | 2,636 | +0.6% | 0.19% | +1.0% |
Q3 2016 | $249,000 | +2.9% | 2,620 | +0.6% | 0.19% | +11.7% |
Q2 2016 | $242,000 | +3.9% | 2,604 | +0.6% | 0.17% | +0.6% |
Q1 2016 | $233,000 | +2.2% | 2,589 | +0.6% | 0.17% | +16.4% |
Q4 2015 | $228,000 | +7.0% | 2,573 | +1.3% | 0.15% | +18.7% |
Q3 2015 | $213,000 | -9.0% | 2,540 | +0.0% | 0.12% | +18.3% |
Q2 2015 | $234,000 | 0.0% | 2,539 | +0.5% | 0.10% | +10.6% |
Q1 2015 | $234,000 | -0.8% | 2,526 | +0.6% | 0.09% | +6.8% |
Q4 2014 | $236,000 | +4.9% | 2,512 | +0.6% | 0.09% | +27.5% |
Q3 2014 | $225,000 | +0.4% | 2,497 | +0.6% | 0.07% | -2.8% |
Q2 2014 | $224,000 | +4.2% | 2,483 | +0.5% | 0.07% | +2.9% |
Q1 2014 | $215,000 | +2.4% | 2,470 | +0.5% | 0.07% | -1.4% |
Q4 2013 | $210,000 | – | 2,457 | – | 0.07% | – |
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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% |