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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $312,875 | -2.6% | 1,719 | 0.0% | 0.03% | -3.6% |
| Q1 2024 | $321,126 | -81.0% | 1,719 | -82.4% | 0.03% | -80.6% |
| Q4 2023 | $1,694,210 | +44.8% | 9,743 | +28.1% | 0.14% | +32.1% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |