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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $244,000 | +17.3% | 2,346 | +7.3% | 0.10% | +11.0% |
| Q3 2016 | $208,000 | +3.0% | 2,187 | +0.6% | 0.09% | +5.8% |
| Q2 2016 | $202,000 | -30.6% | 2,175 | -29.9% | 0.09% | -22.5% |
| Q4 2014 | $291,000 | -33.9% | 3,102 | -36.5% | 0.11% | -34.3% |
| Q3 2014 | $440,000 | +19.2% | 4,885 | +19.6% | 0.17% | +24.3% |
| Q2 2014 | $369,000 | – | 4,085 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 522,670 | $56,559,000 | 26.27% |
| LPWM LLC | 190,340 | $20,597,000 | 18.79% |
| AMARILLO NATIONAL BANK | 246,960 | $26,724,000 | 10.86% |
| Powell Investment Advisors, LLC | 101,730 | $11,008,000 | 10.64% |
| Halpern Financial, Inc. | 147,480 | $15,958,815 | 10.58% |
| Strategic Wealth Partners Group, LLC | 384,435 | $41,600,000 | 10.45% |
| Praetorian Wealth Management, Inc. | 181,551 | $19,646,000 | 9.61% |
| Blue Zone Wealth Advisors, LLC | 148,249 | $16,042,000 | 8.96% |
| FINANCIAL LIFE ADVISORS | 133,925 | $14,492,000 | 8.57% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 121,721 | $13,171,000 | 7.91% |