ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 294 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.12 and the average weighting 0.8%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |