ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 515 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $216,000 | +8.0% | 1,662 | -1.1% | 0.08% | +4.1% |
| Q3 2019 | $200,000 | 0.0% | 1,680 | -2.2% | 0.07% | -1.4% |
| Q2 2019 | $200,000 | -7.8% | 1,718 | -8.3% | 0.07% | -3.9% |
| Q3 2018 | $217,000 | +3.3% | 1,874 | -1.9% | 0.08% | +1.3% |
| Q2 2018 | $210,000 | -93.9% | 1,910 | -93.7% | 0.08% | -93.9% |
| Q4 2017 | $3,440,000 | +6.9% | 30,114 | +1.0% | 1.25% | +2.1% |
| Q3 2017 | $3,218,000 | +3.1% | 29,819 | +0.2% | 1.22% | -1.0% |
| Q2 2017 | $3,122,000 | +1.3% | 29,745 | +0.4% | 1.23% | -0.3% |
| Q1 2017 | $3,081,000 | -0.8% | 29,615 | -3.3% | 1.24% | -2.3% |
| Q4 2016 | $3,105,000 | +6.4% | 30,626 | -0.3% | 1.26% | +9.0% |
| Q3 2016 | $2,917,000 | -7.1% | 30,719 | -9.2% | 1.16% | -7.3% |
| Q2 2016 | $3,141,000 | -72.7% | 33,815 | -77.7% | 1.25% | -78.4% |
| Q2 2013 | $11,510,000 | – | 151,912 | – | 5.80% | – |
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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% |