ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 258 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.61 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $1,297,000 | +1.7% | 14,404 | +2.0% | 0.18% | 0.0% |
| Q2 2014 | $1,275,000 | +0.9% | 14,119 | -2.9% | 0.18% | -9.0% |
| Q1 2014 | $1,264,000 | +1.2% | 14,544 | -0.5% | 0.20% | -5.2% |
| Q4 2013 | $1,249,000 | +8.9% | 14,620 | -0.2% | 0.21% | -24.4% |
| Q3 2013 | $1,147,000 | +1.1% | 14,642 | -2.1% | 0.28% | -12.0% |
| Q2 2013 | $1,135,000 | – | 14,954 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |