ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 316 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 3.29 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $466,000 | +104.4% | 2,970 | +48.5% | 0.00% | -60.0% |
| Q4 2017 | $228,000 | -61.6% | 2,000 | -63.6% | 0.01% | -61.5% |
| Q3 2017 | $594,000 | +2.9% | 5,500 | 0.0% | 0.01% | -7.1% |
| Q2 2017 | $577,000 | +0.9% | 5,500 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $572,000 | -2.2% | 5,500 | -4.8% | 0.01% | -6.7% |
| Q4 2016 | $585,000 | +12.1% | 5,775 | +5.0% | 0.02% | +15.4% |
| Q3 2016 | $522,000 | +2.2% | 5,500 | 0.0% | 0.01% | -7.1% |
| Q2 2016 | $511,000 | +3.2% | 5,500 | 0.0% | 0.01% | +7.7% |
| Q1 2016 | $495,000 | +1.6% | 5,500 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $487,000 | +5.4% | 5,500 | 0.0% | 0.01% | -7.1% |
| Q3 2015 | $462,000 | -8.9% | 5,500 | 0.0% | 0.01% | -65.0% |
| Q2 2015 | $507,000 | -0.4% | 5,500 | 0.0% | 0.04% | +207.7% |
| Q1 2015 | $509,000 | -1.4% | 5,500 | 0.0% | 0.01% | -7.1% |
| Q4 2014 | $516,000 | +4.2% | 5,500 | 0.0% | 0.01% | +7.7% |
| Q3 2014 | $495,000 | -0.4% | 5,500 | 0.0% | 0.01% | +8.3% |
| Q2 2014 | $497,000 | +4.0% | 5,500 | 0.0% | 0.01% | -7.7% |
| Q1 2014 | $478,000 | +1.7% | 5,500 | 0.0% | 0.01% | -7.1% |
| Q4 2013 | $470,000 | – | 5,500 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |