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 | 505,763 | $58,956,000 | 26.95% |
| Townsend & Associates, Inc | 196,584 | $23,278,000 | 17.76% |
| AMARILLO NATIONAL BANK | 355,923 | $41,490,000 | 16.60% |
| Regal Wealth Group, Inc. | 154,176 | $17,972,000 | 12.47% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137,509 | $16,029,000 | 12.06% |
| Salomon & Ludwin, LLC | 452,530 | $52,751,000 | 10.66% |
| FINANCIAL LIFE ADVISORS | 111,734 | $13,025,000 | 8.63% |
| LVZ, Inc. | 339,679 | $35,956,000 | 8.15% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 86,608 | $10,092,000 | 7.51% |
| PHH Investments, Ltd. | 220,038 | $25,650,000 | 7.32% |