ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 357 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,169,799 | +482.0% | 7,604 | +294.0% | 0.11% | +240.6% |
Q1 2017 | $201,000 | -14.5% | 1,930 | -24.0% | 0.03% | -36.0% |
Q1 2015 | $235,000 | -64.6% | 2,539 | -65.4% | 0.05% | -65.3% |
Q2 2014 | $663,000 | +143.8% | 7,347 | +111.2% | 0.14% | +87.0% |
Q3 2013 | $272,000 | -27.1% | 3,478 | -29.5% | 0.08% | -30.0% |
Q2 2013 | $373,000 | – | 4,930 | – | 0.11% | – |
Download |
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% |