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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $511,815 | +64933.7% | 3,327 | -31.8% | 0.09% | +27.1% |
| Q2 2023 | $787 | -3.3% | 4,879 | -9.1% | 0.07% | +6.1% |
| Q1 2023 | $814 | -100.0% | 5,365 | +19.1% | 0.07% | +15.8% |
| Q4 2022 | $653,702,940 | +122087.5% | 4,506 | +8.2% | 0.06% | +9.6% |
| Q3 2022 | $535,000 | +103.4% | 4,165 | +117.6% | 0.05% | +92.6% |
| Q2 2022 | $263,000 | -67.1% | 1,914 | -62.7% | 0.03% | -59.7% |
| Q1 2022 | $800,000 | +32.5% | 5,135 | +33.3% | 0.07% | +31.4% |
| Q4 2021 | $604,000 | +18.7% | 3,851 | +10.0% | 0.05% | -8.9% |
| Q3 2021 | $509,000 | -56.8% | 3,501 | -61.4% | 0.06% | -72.7% |
| Q4 2019 | $1,179,000 | +126.3% | 9,065 | +107.4% | 0.20% | +105.0% |
| Q3 2019 | $521,000 | +103.5% | 4,371 | +72.8% | 0.10% | -15.3% |
| Q4 2016 | $256,000 | -61.6% | 2,530 | -65.0% | 0.12% | -73.7% |
| Q2 2015 | $667,000 | -0.3% | 7,235 | +0.1% | 0.45% | +3.9% |
| Q1 2015 | $669,000 | -7.3% | 7,228 | -6.2% | 0.43% | -15.3% |
| Q4 2014 | $722,000 | +4.0% | 7,703 | -0.0% | 0.51% | -2.7% |
| Q3 2014 | $694,000 | +2.2% | 7,705 | +2.5% | 0.52% | -0.9% |
| Q2 2014 | $679,000 | – | 7,520 | – | 0.53% | – |
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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% |