ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $825,000 | +10.6% | 8,812 | +6.4% | 0.02% | +7.1% |
| Q3 2014 | $746,000 | -54.3% | 8,282 | -54.2% | 0.01% | -51.7% |
| Q2 2014 | $1,631,000 | +186.1% | 18,083 | +175.7% | 0.03% | +163.6% |
| Q1 2014 | $570,000 | -53.7% | 6,559 | -54.4% | 0.01% | -45.0% |
| Q4 2013 | $1,230,000 | +63.8% | 14,398 | +50.3% | 0.02% | +42.9% |
| Q3 2013 | $751,000 | -84.3% | 9,582 | -84.8% | 0.01% | -86.3% |
| Q2 2013 | $4,788,000 | – | 63,219 | – | 0.10% | – |
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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% |