ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 446 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $432,000 | +3.3% | 4,652 | 0.0% | 0.19% | +0.5% |
| Q1 2016 | $418,000 | +1.5% | 4,652 | 0.0% | 0.19% | 0.0% |
| Q4 2015 | $412,000 | -2.1% | 4,652 | -7.1% | 0.19% | -14.8% |
| Q3 2015 | $421,000 | -8.9% | 5,007 | 0.0% | 0.22% | -22.8% |
| Q2 2015 | $462,000 | -0.2% | 5,007 | 0.0% | 0.29% | -9.7% |
| Q1 2015 | $463,000 | -1.5% | 5,007 | 0.0% | 0.32% | +24.5% |
| Q4 2014 | $470,000 | +4.2% | 5,007 | 0.0% | 0.26% | -1.5% |
| Q3 2014 | $451,000 | -0.2% | 5,007 | 0.0% | 0.26% | -0.4% |
| Q2 2014 | $452,000 | +3.9% | 5,007 | 0.0% | 0.26% | +1.6% |
| Q1 2014 | $435,000 | +1.6% | 5,007 | 0.0% | 0.26% | -5.8% |
| Q4 2013 | $428,000 | +8.4% | 5,007 | -0.8% | 0.27% | +1.9% |
| Q3 2013 | $395,000 | +2.1% | 5,047 | -1.3% | 0.27% | -0.4% |
| Q2 2013 | $387,000 | – | 5,112 | – | 0.27% | – |
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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% |