ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 545 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $31,000 | -75.8% | 299 | -75.8% | 0.00% | – |
| Q1 2017 | $128,000 | -99.8% | 1,235 | -99.8% | 0.00% | -100.0% |
| Q4 2016 | $58,536,000 | +3.8% | 577,395 | -2.7% | 0.17% | -4.6% |
| Q3 2016 | $56,378,000 | -2.7% | 593,701 | -4.8% | 0.18% | -3.8% |
| Q2 2016 | $57,920,000 | +2.7% | 623,462 | -0.6% | 0.18% | +2.2% |
| Q1 2016 | $56,409,000 | -2.2% | 627,186 | -3.7% | 0.18% | +6.0% |
| Q4 2015 | $57,668,000 | +1.7% | 651,391 | -3.5% | 0.17% | -4.0% |
| Q3 2015 | $56,715,000 | -8.9% | 674,939 | -0.0% | 0.18% | +13.6% |
| Q2 2015 | $62,245,000 | +165.0% | 675,032 | +166.0% | 0.15% | +175.0% |
| Q1 2015 | $23,489,000 | +19312.4% | 253,765 | +19632.9% | 0.06% | – |
| Q4 2014 | $121,000 | -72.9% | 1,286 | -74.0% | 0.00% | -100.0% |
| Q3 2014 | $446,000 | -46.6% | 4,948 | -46.5% | 0.00% | -50.0% |
| Q2 2014 | $835,000 | -46.0% | 9,250 | -48.0% | 0.00% | -50.0% |
| Q1 2014 | $1,545,000 | -15.9% | 17,779 | -17.3% | 0.00% | -33.3% |
| Q4 2013 | $1,837,000 | -23.3% | 21,505 | -29.6% | 0.01% | -33.3% |
| Q3 2013 | $2,394,000 | +8.4% | 30,555 | +4.9% | 0.01% | 0.0% |
| Q2 2013 | $2,208,000 | – | 29,130 | – | 0.01% | – |
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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% |