ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 447 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $81,903,000 | +2.9% | 758,989 | +0.1% | 0.49% | -3.2% |
| Q2 2017 | $79,583,000 | -7.3% | 758,226 | -8.2% | 0.51% | -12.0% |
| Q1 2017 | $85,892,000 | +2.4% | 825,563 | -0.2% | 0.58% | -7.1% |
| Q4 2016 | $83,864,000 | +36.6% | 827,226 | +28.0% | 0.62% | +27.1% |
| Q3 2016 | $61,390,000 | +5.6% | 646,482 | +3.3% | 0.49% | -0.6% |
| Q2 2016 | $58,157,000 | +8.9% | 626,019 | +5.4% | 0.49% | +2.9% |
| Q1 2016 | $53,412,000 | +7.8% | 593,933 | +6.1% | 0.48% | +1.5% |
| Q4 2015 | $49,557,000 | +22.7% | 559,774 | +16.4% | 0.47% | +10.4% |
| Q3 2015 | $40,396,000 | -14.9% | 480,737 | -6.6% | 0.42% | -10.0% |
| Q2 2015 | $47,479,000 | +4.0% | 514,900 | +4.4% | 0.47% | -0.4% |
| Q1 2015 | $45,638,000 | -14.0% | 493,062 | -12.9% | 0.47% | -20.3% |
| Q4 2014 | $53,058,000 | +28.6% | 565,836 | +23.5% | 0.60% | +18.5% |
| Q3 2014 | $41,272,000 | +7.7% | 458,223 | +8.0% | 0.50% | +7.7% |
| Q2 2014 | $38,308,000 | +93.5% | 424,324 | +86.2% | 0.47% | +70.7% |
| Q1 2014 | $19,799,000 | -0.5% | 227,838 | -2.2% | 0.27% | -5.5% |
| Q4 2013 | $19,908,000 | +9.1% | 232,946 | -0.0% | 0.29% | -2.4% |
| Q3 2013 | $18,251,000 | +2.0% | 233,034 | -1.3% | 0.30% | -6.3% |
| Q2 2013 | $17,892,000 | – | 236,133 | – | 0.32% | – |
Download | ||||||
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% |