ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 360 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.17 and the average weighting 0.8%.
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 | 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% |