ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 446 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $176,000 | +1.7% | 1,480 | 0.0% | 0.14% | +3.8% |
| Q2 2019 | $173,000 | +3.6% | 1,480 | 0.0% | 0.13% | +0.8% |
| Q1 2019 | $167,000 | -13.9% | 1,480 | -22.9% | 0.13% | -10.9% |
| Q4 2018 | $194,000 | -21.1% | 1,920 | -9.6% | 0.15% | -8.1% |
| Q3 2018 | $246,000 | -4.7% | 2,124 | -9.3% | 0.16% | -15.3% |
| Q2 2018 | $258,000 | -71.2% | 2,343 | -71.4% | 0.19% | -44.6% |
| Q1 2018 | $895,000 | -74.5% | 8,190 | -73.3% | 0.34% | -68.7% |
| Q4 2017 | $3,509,000 | +2684.9% | 30,720 | +2534.6% | 1.09% | +2556.1% |
| Q3 2017 | $126,000 | +0.8% | 1,166 | -2.3% | 0.04% | -6.8% |
| Q2 2017 | $125,000 | -6.0% | 1,194 | -6.9% | 0.04% | -17.0% |
| Q1 2017 | $133,000 | -88.4% | 1,283 | -88.7% | 0.05% | -87.5% |
| Q4 2016 | $1,149,000 | +790.7% | 11,337 | +735.4% | 0.42% | +804.3% |
| Q3 2016 | $129,000 | -16.8% | 1,357 | -18.8% | 0.05% | -35.6% |
| Q2 2016 | $155,000 | -91.1% | 1,672 | -91.3% | 0.07% | -90.2% |
| Q1 2016 | $1,735,000 | +1096.6% | 19,288 | +1078.3% | 0.74% | +890.7% |
| Q4 2015 | $145,000 | +5.1% | 1,637 | 0.0% | 0.08% | -5.1% |
| Q3 2015 | $138,000 | -46.3% | 1,637 | -41.2% | 0.08% | -36.8% |
| Q2 2015 | $257,000 | 0.0% | 2,783 | +0.2% | 0.12% | -14.4% |
| Q1 2015 | $257,000 | -48.6% | 2,778 | -47.9% | 0.15% | -60.9% |
| Q4 2014 | $500,000 | – | 5,330 | – | 0.37% | – |
Download | ||||||
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% |