ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 294 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.12 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 | 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% |