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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |