ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 545 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q3 2017 | $540,000 | +2.9% | 5,000 | 0.0% | 0.02% | +5.6% |
| Q2 2017 | $525,000 | -59.0% | 5,000 | -59.3% | 0.02% | -58.1% |
| Q1 2017 | $1,279,000 | -81.7% | 12,300 | -82.1% | 0.04% | -78.9% |
| Q4 2016 | $6,985,000 | +19.4% | 68,900 | +11.9% | 0.20% | +19.3% |
| Q3 2016 | $5,849,000 | +9.3% | 61,600 | +6.9% | 0.17% | +9.6% |
| Q2 2016 | $5,351,000 | +8.6% | 57,600 | +5.1% | 0.16% | +3.3% |
| Q1 2016 | $4,929,000 | +31.6% | 54,800 | +29.6% | 0.15% | +28.0% |
| Q4 2015 | $3,745,000 | +5.4% | 42,300 | 0.0% | 0.12% | -18.6% |
| Q3 2015 | $3,554,000 | -8.9% | 42,300 | 0.0% | 0.14% | 0.0% |
| Q2 2015 | $3,900,000 | +31.7% | 42,300 | +32.2% | 0.14% | +30.6% |
| Q1 2015 | $2,962,000 | -1.3% | 32,000 | 0.0% | 0.11% | -19.6% |
| Q4 2014 | $3,001,000 | +38.8% | 32,000 | +33.3% | 0.14% | +58.6% |
| Q3 2014 | $2,162,000 | -0.2% | 24,000 | 0.0% | 0.09% | +1.2% |
| Q2 2014 | $2,167,000 | +3.9% | 24,000 | 0.0% | 0.09% | -1.1% |
| Q1 2014 | $2,086,000 | +1.7% | 24,000 | 0.0% | 0.09% | +1.2% |
| Q4 2013 | $2,051,000 | – | 24,000 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |