ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 294 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $8,686,000 | +60.3% | 85,686 | +50.2% | 0.28% | +52.2% |
| Q3 2016 | $5,417,000 | +12.0% | 57,047 | +9.6% | 0.19% | +6.9% |
| Q2 2016 | $4,835,000 | +2.9% | 52,046 | -0.4% | 0.17% | -11.7% |
| Q1 2016 | $4,698,000 | +7.8% | 52,239 | +6.1% | 0.20% | -0.5% |
| Q4 2015 | $4,358,000 | +108.1% | 49,228 | +97.5% | 0.20% | +20.7% |
| Q3 2015 | $2,094,000 | +5.0% | 24,924 | +15.3% | 0.16% | +15.5% |
| Q2 2015 | $1,994,000 | +3.0% | 21,625 | +3.4% | 0.14% | +5.2% |
| Q1 2015 | $1,936,000 | +23.0% | 20,915 | +24.6% | 0.14% | -21.1% |
| Q4 2014 | $1,574,000 | +34.8% | 16,783 | +29.4% | 0.17% | +21.3% |
| Q3 2014 | $1,168,000 | -4.6% | 12,970 | -4.4% | 0.14% | -14.0% |
| Q2 2014 | $1,224,000 | -61.0% | 13,563 | -62.5% | 0.16% | -28.1% |
| Q1 2014 | $3,140,000 | +98.1% | 36,142 | +94.8% | 0.23% | -5.8% |
| Q4 2013 | $1,585,000 | -28.2% | 18,551 | -34.2% | 0.24% | -37.3% |
| Q3 2013 | $2,208,000 | -13.0% | 28,193 | -15.8% | 0.39% | -24.2% |
| Q2 2013 | $2,538,000 | – | 33,502 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |