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 | ||||
|---|---|---|---|---|---|---|
| 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 | 505,763 | $58,956,000 | 26.95% |
| Townsend & Associates, Inc | 196,584 | $23,278,000 | 17.76% |
| AMARILLO NATIONAL BANK | 355,923 | $41,490,000 | 16.60% |
| Regal Wealth Group, Inc. | 154,176 | $17,972,000 | 12.47% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137,509 | $16,029,000 | 12.06% |
| Salomon & Ludwin, LLC | 452,530 | $52,751,000 | 10.66% |
| FINANCIAL LIFE ADVISORS | 111,734 | $13,025,000 | 8.63% |
| LVZ, Inc. | 339,679 | $35,956,000 | 8.15% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 86,608 | $10,092,000 | 7.51% |
| PHH Investments, Ltd. | 220,038 | $25,650,000 | 7.32% |