ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 446 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.84 and the average weighting 1.0%.
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 | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |