ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 515 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $226,000 | -18.4% | 1,764 | -17.1% | 0.06% | -12.5% |
| Q4 2019 | $277,000 | +12.6% | 2,129 | +2.9% | 0.06% | +3.2% |
| Q3 2019 | $246,000 | +21.2% | 2,068 | +17.9% | 0.06% | -10.1% |
| Q3 2018 | $203,000 | +5.7% | 1,754 | +0.6% | 0.07% | 0.0% |
| Q2 2018 | $192,000 | +0.5% | 1,743 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $191,000 | +3.8% | 1,743 | +1.8% | 0.07% | -8.0% |
| Q3 2017 | $184,000 | +3.4% | 1,712 | +0.5% | 0.08% | +5.6% |
| Q2 2017 | $178,000 | 0.0% | 1,703 | 0.0% | 0.07% | -1.4% |
| Q1 2017 | $178,000 | +3.5% | 1,703 | +0.5% | 0.07% | +53.2% |
| Q4 2016 | $172,000 | +8.9% | 1,694 | +1.3% | 0.05% | -24.2% |
| Q3 2016 | $158,000 | – | 1,673 | – | 0.06% | – |
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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% |