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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,416 | -99.9% | 29,103 | -43.9% | 0.05% | -25.0% |
| Q3 2022 | $6,668,000 | +100.5% | 51,888 | +114.5% | 0.07% | +100.0% |
| Q2 2022 | $3,325,000 | +142.2% | 24,190 | +156.1% | 0.04% | +350.0% |
| Q3 2021 | $1,373,000 | -39.5% | 9,447 | -38.6% | 0.01% | -61.9% |
| Q2 2021 | $2,271,000 | -19.0% | 15,385 | -22.5% | 0.02% | -25.0% |
| Q1 2021 | $2,804,000 | -19.4% | 19,855 | -27.0% | 0.03% | -60.0% |
| Q4 2020 | $3,481,000 | +6.5% | 27,196 | -6.5% | 0.07% | -26.3% |
| Q3 2020 | $3,269,000 | +38.0% | 29,074 | +13.2% | 0.10% | -91.5% |
| Q2 2015 | $2,368,000 | – | 25,687 | – | 1.12% | – |
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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% |