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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $5,850,000 | +157.9% | 57,835 | +195.5% | 0.16% | +124.7% |
| Q3 2018 | $2,268,000 | +5570.0% | 19,571 | +5247.3% | 0.07% | +7200.0% |
| Q2 2018 | $40,000 | +11.1% | 366 | +13.7% | 0.00% | 0.0% |
| Q1 2018 | $36,000 | +44.0% | 322 | +52.6% | 0.00% | 0.0% |
| Q4 2017 | $25,000 | +56.2% | 211 | +45.5% | 0.00% | 0.0% |
| Q3 2017 | $16,000 | -98.5% | 145 | -98.6% | 0.00% | -98.1% |
| Q2 2017 | $1,078,000 | -81.1% | 10,265 | -81.3% | 0.05% | -82.4% |
| Q1 2017 | $5,712,000 | -42.6% | 54,893 | -44.1% | 0.30% | -40.9% |
| Q4 2016 | $9,952,000 | -32.6% | 98,166 | -36.9% | 0.50% | -31.0% |
| Q3 2016 | $14,771,000 | +8.9% | 155,554 | +6.5% | 0.73% | -7.6% |
| Q2 2016 | $13,564,000 | -18.5% | 146,011 | -21.1% | 0.79% | -29.1% |
| Q1 2016 | $16,637,000 | +192.1% | 184,994 | +187.5% | 1.11% | +204.7% |
| Q4 2015 | $5,696,000 | -61.7% | 64,342 | -63.6% | 0.36% | -61.5% |
| Q3 2015 | $14,865,000 | +794.9% | 176,905 | +881.9% | 0.95% | +792.5% |
| Q2 2015 | $1,661,000 | -85.3% | 18,017 | -85.2% | 0.11% | -85.3% |
| Q1 2015 | $11,287,000 | +21.2% | 121,944 | +22.8% | 0.72% | +17.3% |
| Q4 2014 | $9,315,000 | +53.1% | 99,343 | +47.0% | 0.61% | +37.1% |
| Q3 2014 | $6,085,000 | +50.0% | 67,560 | +50.3% | 0.45% | +39.1% |
| Q2 2014 | $4,057,000 | +1949.0% | 44,939 | +1869.3% | 0.32% | +1594.7% |
| Q1 2014 | $198,000 | – | 2,282 | – | 0.02% | – |
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% |