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 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 | 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% |