ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.00 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 | 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% |