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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,184,000 | -17.5% | 9,929 | -19.4% | 0.01% | -15.4% |
| Q2 2019 | $1,435,000 | -4.3% | 12,317 | -7.4% | 0.01% | -7.1% |
| Q1 2019 | $1,499,000 | -78.8% | 13,304 | -81.0% | 0.01% | -82.1% |
| Q4 2018 | $7,082,000 | -16.0% | 70,031 | -3.8% | 0.08% | -6.0% |
| Q3 2018 | $8,435,000 | +3.0% | 72,822 | -2.1% | 0.08% | -4.6% |
| Q2 2018 | $8,193,000 | +11.8% | 74,405 | +11.1% | 0.09% | +4.8% |
| Q1 2018 | $7,325,000 | +185.1% | 66,998 | +197.9% | 0.08% | +151.5% |
| Q4 2017 | $2,569,000 | -5.1% | 22,488 | -10.4% | 0.03% | -10.8% |
| Q3 2017 | $2,708,000 | -35.6% | 25,102 | -37.3% | 0.04% | -39.3% |
| Q2 2017 | $4,202,000 | -14.6% | 40,037 | -15.3% | 0.06% | -9.0% |
| Q1 2017 | $4,920,000 | +226.5% | 47,294 | +197.9% | 0.07% | +204.5% |
| Q4 2016 | $1,507,000 | 0.0% | 15,878 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $1,507,000 | +23.8% | 15,878 | +21.2% | 0.02% | +15.8% |
| Q2 2016 | $1,217,000 | +22.8% | 13,105 | +18.9% | 0.02% | +18.8% |
| Q1 2016 | $991,000 | +3.7% | 11,020 | +2.0% | 0.02% | -20.0% |
| Q4 2015 | $956,000 | -94.4% | 10,799 | -40.5% | 0.02% | -47.4% |
| Q4 2014 | $17,017,000 | -2.1% | 18,148 | -5.9% | 0.04% | -7.3% |
| Q3 2014 | $17,376,000 | +81.3% | 19,292 | +81.7% | 0.04% | +78.3% |
| Q2 2014 | $9,585,000 | -59.9% | 10,618 | -66.3% | 0.02% | -70.5% |
| Q2 2013 | $23,897,000 | – | 31,540 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |