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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $8,207,000 | -1.6% | 70,404 | -4.9% | 2.56% | -0.3% |
| Q1 2019 | $8,343,000 | +10.0% | 74,006 | -1.3% | 2.57% | -8.1% |
| Q4 2018 | $7,582,000 | -12.5% | 74,961 | +0.2% | 2.79% | +16.6% |
| Q3 2018 | $8,662,000 | +4.0% | 74,778 | -1.1% | 2.40% | -0.7% |
| Q2 2018 | $8,329,000 | +44.0% | 75,628 | +42.9% | 2.41% | +39.7% |
| Q1 2018 | $5,786,000 | +0.9% | 52,913 | +5.5% | 1.73% | +3.2% |
| Q4 2017 | $5,732,000 | +4.8% | 50,178 | -1.0% | 1.67% | +2.1% |
| Q3 2017 | $5,467,000 | +0.8% | 50,663 | -1.9% | 1.64% | -5.2% |
| Q2 2017 | $5,421,000 | -0.1% | 51,648 | -1.0% | 1.73% | -2.3% |
| Q1 2017 | $5,428,000 | -21.3% | 52,173 | -23.4% | 1.77% | -25.9% |
| Q4 2016 | $6,901,000 | +7.6% | 68,073 | +0.7% | 2.39% | +0.6% |
| Q3 2016 | $6,416,000 | +1.2% | 67,568 | -1.0% | 2.37% | -3.3% |
| Q2 2016 | $6,337,000 | +87.8% | 68,218 | +81.8% | 2.46% | +84.8% |
| Q1 2016 | $3,375,000 | +1.6% | 37,529 | 0.0% | 1.33% | +4.8% |
| Q4 2015 | $3,322,000 | +5.5% | 37,529 | +0.2% | 1.27% | -0.5% |
| Q3 2015 | $3,148,000 | -8.9% | 37,459 | 0.0% | 1.27% | +4.7% |
| Q2 2015 | $3,454,000 | -1.9% | 37,459 | -1.6% | 1.22% | +3.3% |
| Q1 2015 | $3,522,000 | -5.3% | 38,049 | -4.1% | 1.18% | -9.3% |
| Q4 2014 | $3,721,000 | +11.1% | 39,679 | +6.8% | 1.30% | +8.6% |
| Q3 2014 | $3,348,000 | +40.8% | 37,169 | +41.1% | 1.20% | +37.5% |
| Q2 2014 | $2,377,000 | +48.5% | 26,333 | +43.0% | 0.87% | +44.3% |
| Q1 2014 | $1,601,000 | +3.6% | 18,418 | +1.9% | 0.60% | -0.7% |
| Q4 2013 | $1,545,000 | +17.5% | 18,083 | +7.7% | 0.61% | +9.0% |
| Q3 2013 | $1,315,000 | -41.8% | 16,793 | -43.7% | 0.56% | -46.0% |
| Q2 2013 | $2,258,000 | – | 29,803 | – | 1.03% | – |
Download | ||||||
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% |