ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 321 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $803,000 | -9.0% | 9,072 | -13.6% | 0.34% | -18.9% |
| Q3 2015 | $882,000 | +1.0% | 10,495 | +10.8% | 0.42% | +21.1% |
| Q2 2015 | $873,000 | +3.2% | 9,468 | +3.6% | 0.35% | -0.3% |
| Q1 2015 | $846,000 | +52.7% | 9,140 | +54.7% | 0.35% | +34.0% |
| Q4 2014 | $554,000 | +38.2% | 5,908 | +32.8% | 0.26% | +29.1% |
| Q3 2014 | $401,000 | +4.2% | 4,450 | +4.4% | 0.20% | +8.6% |
| Q2 2014 | $385,000 | +13.9% | 4,262 | +11.0% | 0.19% | +1.6% |
| Q1 2014 | $338,000 | – | 3,841 | – | 0.18% | – |
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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% |