ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $6,000 | 0.0% | 59 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $6,000 | -25.0% | 59 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $8,000 | +14.3% | 59 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 59 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 59 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 59 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 59 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $7,000 | +16.7% | 59 | 0.0% | 0.01% | +16.7% |
| Q2 2018 | $6,000 | +20.0% | 59 | +18.0% | 0.01% | +50.0% |
| Q1 2015 | $5,000 | -87.2% | 50 | -87.9% | 0.00% | -86.7% |
| Q4 2014 | $39,000 | -61.8% | 414 | -63.6% | 0.03% | -61.5% |
| Q3 2014 | $102,000 | 0.0% | 1,136 | +0.2% | 0.08% | 0.0% |
| Q2 2014 | $102,000 | +3.0% | 1,134 | 0.0% | 0.08% | -1.3% |
| Q1 2014 | $99,000 | -7.5% | 1,134 | -9.6% | 0.08% | 0.0% |
| Q4 2013 | $107,000 | – | 1,254 | – | 0.08% | – |
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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% |