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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $249,000 | -25.9% | 2,464 | -25.7% | 0.06% | -25.3% |
| Q4 2016 | $336,000 | -48.2% | 3,318 | -52.1% | 0.08% | -5.1% |
| Q3 2016 | $649,000 | +47.8% | 6,925 | +45.7% | 0.08% | +31.7% |
| Q2 2016 | $439,000 | +59.1% | 4,753 | +55.3% | 0.06% | +62.2% |
| Q1 2016 | $276,000 | +16.0% | 3,061 | +14.8% | 0.04% | +15.6% |
| Q4 2015 | $238,000 | -6.3% | 2,666 | -11.7% | 0.03% | -5.9% |
| Q3 2015 | $254,000 | -23.3% | 3,018 | -15.9% | 0.03% | -20.9% |
| Q2 2015 | $331,000 | -53.4% | 3,589 | -52.9% | 0.04% | -60.2% |
| Q4 2014 | $711,000 | +16.4% | 7,621 | +12.8% | 0.11% | +31.7% |
| Q3 2014 | $611,000 | +1.8% | 6,758 | -1.1% | 0.08% | +10.8% |
| Q2 2014 | $600,000 | -1.5% | 6,831 | -3.1% | 0.07% | -2.6% |
| Q1 2014 | $609,000 | +1.8% | 7,051 | +0.8% | 0.08% | 0.0% |
| Q4 2013 | $598,000 | +31.4% | 6,992 | +21.1% | 0.08% | +16.9% |
| Q3 2013 | $455,000 | +10.2% | 5,776 | +5.6% | 0.06% | +4.8% |
| Q2 2013 | $413,000 | – | 5,470 | – | 0.06% | – |
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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% |