ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 316 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 3.29 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,038,000 | -10.8% | 19,749 | -6.5% | 0.94% | -7.9% |
| Q2 2023 | $3,406,000 | +5.9% | 21,128 | -0.3% | 1.03% | +5.1% |
| Q1 2023 | $3,217,000 | +282.1% | 21,200 | +133.2% | 0.98% | +152.8% |
| Q1 2015 | $842,000 | -91.3% | 9,092 | -91.2% | 0.39% | -91.3% |
| Q4 2014 | $9,707,000 | +1.9% | 103,522 | -2.2% | 4.45% | +234.2% |
| Q3 2014 | $9,530,000 | -1.4% | 105,811 | -0.2% | 1.33% | +17.4% |
| Q2 2014 | $9,667,000 | +4.4% | 105,983 | -13.3% | 1.14% | -24.6% |
| Q2 2013 | $9,259,000 | – | 122,195 | – | 1.51% | – |
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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% |