ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 447 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $288 | -100.0% | 1,988 | -91.1% | 0.07% | -87.0% |
| Q4 2021 | $3,496,000 | -9.1% | 22,323 | -15.6% | 0.54% | +119.8% |
| Q3 2021 | $3,844,000 | -12.1% | 26,436 | -10.8% | 0.25% | -57.2% |
| Q2 2021 | $4,373,000 | -90.1% | 29,621 | -90.5% | 0.58% | -90.1% |
| Q1 2021 | $44,092,000 | +1688.0% | 312,180 | +1376.0% | 5.84% | +675.0% |
| Q2 2019 | $2,466,000 | -89.8% | 21,151 | -90.0% | 0.75% | -91.5% |
| Q4 2017 | $24,214,000 | +460.6% | 211,959 | +415.1% | 8.85% | +308.8% |
| Q2 2017 | $4,319,000 | -7.3% | 41,148 | -8.1% | 2.16% | -9.9% |
| Q1 2017 | $4,659,000 | -20.2% | 44,777 | -22.2% | 2.40% | -23.6% |
| Q4 2016 | $5,835,000 | +47.6% | 57,560 | +38.3% | 3.14% | +124.3% |
| Q3 2016 | $3,952,000 | -86.9% | 41,618 | -87.2% | 1.40% | -75.0% |
| Q2 2016 | $30,216,000 | +11259.4% | 325,246 | +10902.9% | 5.61% | +5514.0% |
| Q1 2016 | $266,000 | – | 2,956 | – | 0.10% | – |
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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% |