ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 262 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 1.12 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $163,000 | +171.7% | 1,450 | +123.1% | 0.08% | +110.3% |
Q2 2016 | $60,000 | +3.4% | 650 | 0.0% | 0.04% | +8.3% |
Q1 2016 | $58,000 | 0.0% | 650 | 0.0% | 0.04% | 0.0% |
Q4 2015 | $58,000 | +5.5% | 650 | 0.0% | 0.04% | +2.9% |
Q3 2015 | $55,000 | -8.3% | 650 | 0.0% | 0.04% | -2.8% |
Q2 2015 | $60,000 | 0.0% | 650 | 0.0% | 0.04% | +38.5% |
Q1 2015 | $60,000 | -1.6% | 650 | 0.0% | 0.03% | -3.7% |
Q4 2014 | $61,000 | +3.4% | 650 | 0.0% | 0.03% | -3.6% |
Q3 2014 | $59,000 | -29.8% | 650 | -33.3% | 0.03% | -30.0% |
Q2 2014 | $84,000 | +50.0% | 975 | +50.0% | 0.04% | +42.9% |
Q1 2014 | $56,000 | +1.8% | 650 | 0.0% | 0.03% | +3.7% |
Q4 2013 | $55,000 | +7.8% | 650 | 0.0% | 0.03% | 0.0% |
Q3 2013 | $51,000 | +4.1% | 650 | 0.0% | 0.03% | -3.6% |
Q2 2013 | $49,000 | – | 650 | – | 0.03% | – |
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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% |