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 2016 | $227,000 | +1.8% | 2,524 | 0.0% | 0.04% | +5.4% |
| Q4 2015 | $223,000 | +175.3% | 2,524 | +162.1% | 0.04% | +164.3% |
| Q3 2015 | $81,000 | -60.5% | 963 | -56.6% | 0.01% | -58.8% |
| Q2 2015 | $205,000 | 0.0% | 2,220 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $205,000 | -1.4% | 2,220 | 0.0% | 0.03% | -2.9% |
| Q4 2014 | $208,000 | +2.5% | 2,220 | 0.0% | 0.04% | 0.0% |
| Q3 2014 | $203,000 | -76.1% | 2,220 | -76.4% | 0.04% | -76.2% |
| Q2 2014 | $850,000 | +4.0% | 9,415 | +0.1% | 0.15% | -16.5% |
| Q1 2014 | $817,000 | +97.8% | 9,405 | +82.7% | 0.18% | +93.4% |
| Q4 2013 | $413,000 | +123.2% | 5,148 | +118.2% | 0.09% | +145.9% |
| Q3 2013 | $185,000 | -81.7% | 2,359 | -81.4% | 0.04% | -76.3% |
| Q2 2013 | $1,009,000 | – | 12,668 | – | 0.16% | – |
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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% |