ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $427,000 | -6.8% | 3,906 | -2.5% | 0.06% | +116.7% |
| Q4 2017 | $458,000 | -33.3% | 4,006 | -37.1% | 0.03% | -53.1% |
| Q3 2017 | $687,000 | -65.9% | 6,364 | -66.8% | 0.06% | -15.8% |
| Q2 2017 | $2,013,000 | -50.4% | 19,174 | -50.9% | 0.08% | +162.1% |
| Q1 2017 | $4,062,000 | +31.4% | 39,045 | +28.0% | 0.03% | +107.1% |
| Q4 2016 | $3,092,000 | +167.5% | 30,495 | +150.5% | 0.01% | +133.3% |
| Q3 2016 | $1,156,000 | -24.8% | 12,173 | -26.4% | 0.01% | -14.3% |
| Q2 2016 | $1,537,000 | +145.1% | 16,546 | +137.2% | 0.01% | +133.3% |
| Q1 2016 | $627,000 | -43.9% | 6,977 | -44.8% | 0.00% | -40.0% |
| Q4 2015 | $1,118,000 | +122.3% | 12,629 | +131.4% | 0.01% | +150.0% |
| Q2 2015 | $503,000 | -74.5% | 5,458 | -74.4% | 0.00% | -77.8% |
| Q1 2015 | $1,976,000 | +72.1% | 21,343 | +74.3% | 0.01% | +80.0% |
| Q4 2014 | $1,148,000 | +57.9% | 12,248 | +46.4% | 0.01% | +66.7% |
| Q1 2014 | $727,000 | -76.5% | 8,367 | -76.9% | 0.00% | -72.7% |
| Q4 2013 | $3,098,000 | – | 36,248 | – | 0.01% | – |
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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% |