ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 419 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 2.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,178,000 | -4.3% | 10,312 | -9.6% | 0.06% | -11.8% |
| Q3 2017 | $1,231,000 | +9.8% | 11,408 | +6.8% | 0.07% | +6.2% |
| Q2 2017 | $1,121,000 | -17.9% | 10,679 | -18.6% | 0.06% | -19.0% |
| Q1 2017 | $1,365,000 | +1.0% | 13,124 | -1.6% | 0.08% | -7.1% |
| Q4 2016 | $1,352,000 | +4.9% | 13,339 | -1.8% | 0.08% | +2.4% |
| Q3 2016 | $1,289,000 | +26.7% | 13,578 | +24.1% | 0.08% | +20.3% |
| Q2 2016 | $1,017,000 | +19.9% | 10,945 | +16.0% | 0.07% | +13.1% |
| Q1 2016 | $848,000 | -4.4% | 9,434 | -5.8% | 0.06% | -9.0% |
| Q4 2015 | $887,000 | +241.2% | 10,016 | +158.2% | 0.07% | +157.7% |
| Q3 2015 | $260,000 | -70.1% | 3,879 | -58.8% | 0.03% | -70.8% |
| Q2 2015 | $869,000 | +6.2% | 9,425 | +6.7% | 0.09% | -1.1% |
| Q1 2015 | $818,000 | 0.0% | 8,836 | +1.3% | 0.09% | -15.1% |
| Q4 2014 | $818,000 | +11.6% | 8,725 | +7.2% | 0.11% | -17.8% |
| Q3 2014 | $733,000 | +5.9% | 8,138 | +6.2% | 0.13% | +11.2% |
| Q2 2014 | $692,000 | -0.4% | 7,660 | -4.3% | 0.12% | -21.6% |
| Q1 2014 | $695,000 | -0.6% | 8,002 | -2.2% | 0.15% | -14.9% |
| Q4 2013 | $699,000 | +1.0% | 8,179 | -7.4% | 0.17% | -11.7% |
| Q3 2013 | $692,000 | +3.0% | 8,834 | -0.4% | 0.20% | -14.0% |
| Q2 2013 | $672,000 | +12.6% | 8,873 | +9.6% | 0.23% | +15.1% |
| Q1 2013 | $597,000 | – | 8,094 | – | 0.20% | – |
Download | ||||||
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% |