ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 402 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.06 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $242,000 | -14.8% | 2,885 | -6.6% | 0.05% | -5.8% |
| Q2 2015 | $284,000 | -12.3% | 3,090 | -11.9% | 0.05% | -13.3% |
| Q1 2015 | $324,000 | +2.9% | 3,509 | +4.3% | 0.06% | 0.0% |
| Q4 2014 | $315,000 | +37.0% | 3,364 | +31.2% | 0.06% | +33.3% |
| Q3 2014 | $230,000 | -0.4% | 2,564 | 0.0% | 0.04% | +21.6% |
| Q2 2014 | $231,000 | +4.1% | 2,564 | 0.0% | 0.04% | -22.9% |
| Q1 2014 | $222,000 | +1.4% | 2,564 | 0.0% | 0.05% | -5.9% |
| Q4 2013 | $219,000 | – | 2,564 | – | 0.05% | – |
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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% |