ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 360 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.17 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,225,000 | -4.4% | 13,624 | -5.8% | 0.34% | -1.7% |
| Q4 2015 | $1,281,000 | -9.4% | 14,465 | -14.0% | 0.35% | -19.3% |
| Q3 2015 | $1,414,000 | -11.5% | 16,823 | -2.9% | 0.43% | -6.9% |
| Q2 2015 | $1,597,000 | -0.4% | 17,321 | +0.0% | 0.46% | +9.2% |
| Q1 2015 | $1,603,000 | +29.0% | 17,320 | +30.6% | 0.42% | +42.1% |
| Q4 2014 | $1,243,000 | +28.8% | 13,261 | +23.8% | 0.30% | -5.7% |
| Q3 2014 | $965,000 | +0.2% | 10,709 | +0.5% | 0.32% | +0.3% |
| Q2 2014 | $963,000 | +4.1% | 10,654 | 0.0% | 0.31% | -0.6% |
| Q1 2014 | $925,000 | +32.7% | 10,654 | +30.7% | 0.32% | +22.5% |
| Q4 2013 | $697,000 | +9.2% | 8,154 | 0.0% | 0.26% | +0.8% |
| Q3 2013 | $638,000 | +3.1% | 8,154 | 0.0% | 0.26% | +2.4% |
| Q2 2013 | $619,000 | – | 8,154 | – | 0.25% | – |
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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% |