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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,869,000 | +2.2% | 15,691 | 0.0% | 0.62% | +1.1% |
| Q2 2019 | $1,829,000 | +3.4% | 15,691 | 0.0% | 0.62% | +4.0% |
| Q1 2019 | $1,769,000 | +11.5% | 15,691 | 0.0% | 0.59% | -2.8% |
| Q4 2018 | $1,587,000 | -12.7% | 15,691 | 0.0% | 0.61% | +7.0% |
| Q3 2018 | $1,818,000 | +5.2% | 15,691 | 0.0% | 0.57% | -1.4% |
| Q2 2018 | $1,728,000 | +0.7% | 15,691 | 0.0% | 0.58% | -7.2% |
| Q1 2018 | $1,716,000 | -4.3% | 15,691 | 0.0% | 0.62% | -6.0% |
| Q4 2017 | $1,793,000 | +5.9% | 15,691 | 0.0% | 0.66% | +2.2% |
| Q3 2017 | $1,693,000 | +2.8% | 15,691 | 0.0% | 0.65% | -5.2% |
| Q2 2017 | $1,647,000 | +0.9% | 15,691 | 0.0% | 0.69% | +3.3% |
| Q1 2017 | $1,632,000 | +2.6% | 15,691 | 0.0% | 0.66% | -3.2% |
| Q4 2016 | $1,591,000 | +6.8% | 15,691 | 0.0% | 0.69% | +4.9% |
| Q3 2016 | $1,490,000 | +2.2% | 15,691 | 0.0% | 0.65% | +3.2% |
| Q2 2016 | $1,458,000 | +3.3% | 15,691 | 0.0% | 0.63% | +1.3% |
| Q1 2016 | $1,411,000 | +1.6% | 15,691 | 0.0% | 0.63% | +10.8% |
| Q4 2015 | $1,389,000 | +5.3% | 15,691 | 0.0% | 0.56% | -4.1% |
| Q3 2015 | $1,319,000 | -8.8% | 15,691 | 0.0% | 0.59% | 0.0% |
| Q2 2015 | $1,447,000 | -0.3% | 15,691 | 0.0% | 0.59% | +1.7% |
| Q1 2015 | $1,452,000 | -1.3% | 15,691 | 0.0% | 0.58% | -2.7% |
| Q4 2014 | $1,471,000 | +4.1% | 15,691 | 0.0% | 0.60% | -0.8% |
| Q3 2014 | $1,413,000 | -0.3% | 15,691 | 0.0% | 0.60% | +4.2% |
| Q2 2014 | $1,417,000 | +3.9% | 15,691 | 0.0% | 0.58% | +0.5% |
| Q1 2014 | $1,364,000 | +1.7% | 15,691 | 0.0% | 0.57% | +2.3% |
| Q4 2013 | $1,341,000 | +9.1% | 15,691 | 0.0% | 0.56% | 0.0% |
| Q3 2013 | $1,229,000 | – | 15,691 | – | 0.56% | – |
Download | ||||||
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% |