ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 321 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $46,592,000 | +19.5% | 407,937 | +12.9% | 3.20% | +17.9% |
| Q3 2017 | $38,974,000 | +10.2% | 361,264 | +7.2% | 2.72% | +0.3% |
| Q2 2017 | $35,381,000 | +13.9% | 337,072 | +12.9% | 2.71% | -0.7% |
| Q1 2017 | $31,064,000 | +42.7% | 298,544 | +39.1% | 2.73% | +25.9% |
| Q4 2016 | $21,766,000 | +22.9% | 214,612 | +15.1% | 2.17% | +16.2% |
| Q3 2016 | $17,705,000 | +10.5% | 186,504 | +8.1% | 1.86% | +3.3% |
| Q2 2016 | $16,021,000 | +15.3% | 172,545 | +12.1% | 1.81% | +3.3% |
| Q1 2016 | $13,891,000 | +10.6% | 153,890 | +8.7% | 1.75% | +4.7% |
| Q4 2015 | $12,557,000 | +33.3% | 141,625 | +26.8% | 1.67% | +16.3% |
| Q3 2015 | $9,423,000 | +10.5% | 111,722 | +23.0% | 1.44% | +16.3% |
| Q2 2015 | $8,531,000 | +19.5% | 90,824 | +17.0% | 1.24% | +13.7% |
| Q1 2015 | $7,138,000 | +30.3% | 77,625 | +34.4% | 1.09% | +20.4% |
| Q4 2014 | $5,480,000 | +49.6% | 57,749 | +42.3% | 0.90% | +36.8% |
| Q3 2014 | $3,662,000 | +20.5% | 40,569 | +20.5% | 0.66% | +18.7% |
| Q2 2014 | $3,040,000 | +24.4% | 33,658 | +18.9% | 0.56% | +10.3% |
| Q1 2014 | $2,444,000 | +18.1% | 28,304 | +16.6% | 0.50% | +15.3% |
| Q4 2013 | $2,069,000 | +26.5% | 24,277 | +16.9% | 0.44% | +23.1% |
| Q3 2013 | $1,636,000 | +596.2% | 20,767 | +570.3% | 0.36% | +533.9% |
| Q2 2013 | $235,000 | – | 3,098 | – | 0.06% | – |
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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% |