ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 301 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.98 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $324,000 | -71.3% | 3,493 | -72.2% | 0.05% | -55.5% |
| Q1 2016 | $1,128,000 | -27.3% | 12,544 | -28.4% | 0.12% | -27.9% |
| Q4 2015 | $1,551,000 | +0.8% | 17,518 | -4.3% | 0.16% | -5.2% |
| Q3 2015 | $1,538,000 | -7.5% | 18,307 | +1.5% | 0.17% | -1.1% |
| Q2 2015 | $1,663,000 | -4.2% | 18,032 | -3.8% | 0.18% | -5.4% |
| Q1 2015 | $1,736,000 | -39.2% | 18,751 | -38.4% | 0.19% | -42.2% |
| Q4 2014 | $2,854,000 | +33.6% | 30,435 | +28.3% | 0.32% | +25.3% |
| Q3 2014 | $2,137,000 | -2.1% | 23,728 | -1.8% | 0.26% | -5.9% |
| Q2 2014 | $2,182,000 | +84.4% | 24,175 | +77.5% | 0.27% | +63.5% |
| Q1 2014 | $1,183,000 | -60.6% | 13,618 | -61.3% | 0.17% | -27.7% |
| Q4 2013 | $3,006,000 | +177.3% | 35,168 | +154.1% | 0.23% | +22.2% |
| Q3 2013 | $1,084,000 | -16.2% | 13,840 | -18.9% | 0.19% | -25.9% |
| Q2 2013 | $1,294,000 | – | 17,073 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |