ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,522,000 | +0.7% | 14,498 | -0.2% | 0.18% | -1.1% |
| Q1 2017 | $1,512,000 | +0.6% | 14,531 | -2.0% | 0.18% | -5.9% |
| Q4 2016 | $1,503,000 | +8.6% | 14,826 | +1.8% | 0.19% | +3.3% |
| Q3 2016 | $1,384,000 | +2.2% | 14,570 | 0.0% | 0.18% | -2.7% |
| Q2 2016 | $1,354,000 | +2.9% | 14,570 | -0.4% | 0.19% | +0.5% |
| Q1 2016 | $1,316,000 | +1.6% | 14,632 | 0.0% | 0.19% | -5.1% |
| Q4 2015 | $1,295,000 | +4.4% | 14,632 | -0.9% | 0.20% | -1.0% |
| Q3 2015 | $1,240,000 | +16.3% | 14,760 | 0.0% | 0.20% | +26.1% |
| Q2 2015 | $1,066,000 | -21.7% | 14,760 | +0.3% | 0.16% | -21.9% |
| Q1 2015 | $1,362,000 | -9.3% | 14,714 | -8.1% | 0.20% | -6.5% |
| Q4 2014 | $1,502,000 | +4.2% | 16,013 | 0.0% | 0.22% | -5.3% |
| Q3 2014 | $1,442,000 | 0.0% | 16,013 | +0.3% | 0.23% | +5.1% |
| Q2 2014 | $1,442,000 | +2.2% | 15,973 | -1.6% | 0.22% | -17.9% |
| Q1 2014 | $1,411,000 | -3.0% | 16,233 | -4.6% | 0.26% | -3.0% |
| Q4 2013 | $1,454,000 | -4.7% | 17,015 | -12.6% | 0.27% | -12.6% |
| Q3 2013 | $1,525,000 | -33.4% | 19,476 | -35.6% | 0.31% | -38.0% |
| Q2 2013 | $2,290,000 | – | 30,223 | – | 0.50% | – |
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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% |