ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 402 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.06 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $398,000 | -26.0% | 4,136 | 0.0% | 0.05% | -3.7% |
| Q4 2019 | $538,000 | +4.1% | 4,136 | -4.6% | 0.05% | +3.8% |
| Q3 2019 | $517,000 | +2.4% | 4,336 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $505,000 | -18.8% | 4,336 | -19.5% | 0.05% | -18.8% |
| Q1 2019 | $622,000 | +14.1% | 5,386 | 0.0% | 0.06% | -33.3% |
| Q4 2018 | $545,000 | -12.7% | 5,386 | 0.0% | 0.10% | -1.0% |
| Q3 2018 | $624,000 | +5.2% | 5,386 | 0.0% | 0.10% | -3.0% |
| Q2 2018 | $593,000 | +0.7% | 5,386 | 0.0% | 0.10% | -2.0% |
| Q1 2018 | $589,000 | -4.8% | 5,386 | -0.7% | 0.10% | -3.8% |
| Q4 2017 | $619,000 | +5.8% | 5,422 | 0.0% | 0.11% | +1.0% |
| Q3 2017 | $585,000 | -9.0% | 5,422 | -11.4% | 0.10% | -9.5% |
| Q2 2017 | $643,000 | +0.9% | 6,122 | 0.0% | 0.12% | +0.9% |
| Q1 2017 | $637,000 | +2.6% | 6,122 | 0.0% | 0.12% | -1.7% |
| Q4 2016 | $621,000 | +6.9% | 6,122 | 0.0% | 0.12% | +5.4% |
| Q3 2016 | $581,000 | +2.1% | 6,122 | 0.0% | 0.11% | 0.0% |
| Q2 2016 | $569,000 | +3.3% | 6,122 | 0.0% | 0.11% | +0.9% |
| Q1 2016 | $551,000 | +1.7% | 6,122 | 0.0% | 0.11% | -1.8% |
| Q4 2015 | $542,000 | +5.0% | 6,122 | 0.0% | 0.11% | 0.0% |
| Q3 2015 | $516,000 | -8.0% | 6,122 | 0.0% | 0.11% | -0.9% |
| Q2 2015 | $561,000 | -2.6% | 6,122 | -1.6% | 0.11% | +0.9% |
| Q1 2015 | $576,000 | -14.9% | 6,222 | -13.8% | 0.11% | -15.8% |
| Q4 2014 | $677,000 | +4.2% | 7,222 | 0.0% | 0.13% | -1.5% |
| Q3 2014 | $650,000 | -0.6% | 7,222 | 0.0% | 0.14% | 0.0% |
| Q2 2014 | $654,000 | +4.1% | 7,222 | 0.0% | 0.14% | -2.2% |
| Q1 2014 | $628,000 | +1.8% | 7,222 | 0.0% | 0.14% | 0.0% |
| Q4 2013 | $617,000 | +9.0% | 7,222 | 0.0% | 0.14% | 0.0% |
| Q3 2013 | $566,000 | +3.5% | 7,222 | 0.0% | 0.14% | -3.5% |
| Q2 2013 | $547,000 | – | 7,222 | – | 0.14% | – |
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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% |