ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 447 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.82 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% | – |
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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% |