ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 419 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 2.15 and the average weighting 1.0%.
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 | 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% |