ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 357 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $563 | -98.2% | 3,660 | +1080.6% | 0.30% | +1096.0% |
Q1 2017 | $32,000 | +3.2% | 310 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $31,000 | -8.8% | 310 | -13.9% | 0.02% | -7.4% |
Q3 2016 | $34,000 | +3.0% | 360 | 0.0% | 0.03% | 0.0% |
Q2 2016 | $33,000 | +3.1% | 360 | 0.0% | 0.03% | -3.6% |
Q1 2016 | $32,000 | 0.0% | 360 | 0.0% | 0.03% | 0.0% |
Q4 2015 | $32,000 | +146.2% | 360 | +125.0% | 0.03% | +133.3% |
Q3 2015 | $13,000 | -13.3% | 160 | 0.0% | 0.01% | -7.7% |
Q2 2015 | $15,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $15,000 | -11.8% | 160 | -13.5% | 0.01% | -13.3% |
Q4 2014 | $17,000 | – | 185 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
LPWM LLC | 193,875 | $18,660,000 | 20.33% |
AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |