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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $180,000 | -39.8% | 1,874 | -18.6% | 0.02% | -34.5% |
| Q4 2019 | $299,000 | +9.1% | 2,301 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $274,000 | +2.2% | 2,301 | 0.0% | 0.03% | -3.4% |
| Q2 2019 | $268,000 | +3.5% | 2,301 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $259,000 | +9.3% | 2,301 | -1.9% | 0.03% | 0.0% |
| Q4 2018 | $237,000 | -12.9% | 2,346 | 0.0% | 0.03% | +3.6% |
| Q3 2018 | $272,000 | +5.4% | 2,346 | 0.0% | 0.03% | -12.5% |
| Q2 2018 | $258,000 | +0.4% | 2,346 | 0.0% | 0.03% | -3.0% |
| Q1 2018 | $257,000 | -14.3% | 2,346 | -29.6% | 0.03% | -34.0% |
| Q1 2016 | $300,000 | +17.6% | 3,333 | +15.5% | 0.05% | +8.7% |
| Q4 2015 | $255,000 | -3.8% | 2,886 | -8.5% | 0.05% | -9.8% |
| Q3 2015 | $265,000 | -15.1% | 3,154 | -6.7% | 0.05% | -13.6% |
| Q2 2015 | $312,000 | -0.3% | 3,382 | 0.0% | 0.06% | +3.5% |
| Q1 2015 | $313,000 | -24.6% | 3,382 | -23.5% | 0.06% | -28.8% |
| Q4 2014 | $415,000 | -21.6% | 4,421 | -24.7% | 0.08% | -26.6% |
| Q3 2014 | $529,000 | -0.2% | 5,875 | +0.1% | 0.11% | -0.9% |
| Q2 2014 | $530,000 | -59.5% | 5,872 | -61.6% | 0.11% | -63.0% |
| Q4 2013 | $1,308,000 | +4.6% | 15,306 | -4.2% | 0.30% | -3.3% |
| Q3 2013 | $1,251,000 | -2.2% | 15,975 | -5.3% | 0.31% | -7.5% |
| Q2 2013 | $1,279,000 | – | 16,877 | – | 0.33% | – |
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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% |