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 2015 | $5,871,000 | -21.4% | 69,874 | -13.7% | 0.05% | -19.4% |
| Q2 2015 | $7,469,000 | -5.0% | 80,990 | -4.7% | 0.06% | -6.1% |
| Q1 2015 | $7,864,000 | -3.6% | 84,960 | -2.4% | 0.07% | -7.0% |
| Q4 2014 | $8,159,000 | -12.4% | 87,012 | -15.9% | 0.07% | -16.5% |
| Q3 2014 | $9,315,000 | -1.9% | 103,426 | -1.7% | 0.08% | -2.3% |
| Q2 2014 | $9,497,000 | +55.2% | 105,196 | +49.4% | 0.09% | +1.2% |
| Q1 2014 | $6,118,000 | -9.0% | 70,398 | -10.5% | 0.09% | -14.9% |
| Q4 2013 | $6,722,000 | +11.9% | 78,655 | +2.6% | 0.10% | -4.7% |
| Q3 2013 | $6,005,000 | -27.2% | 76,671 | -29.5% | 0.11% | -31.2% |
| Q2 2013 | $8,244,000 | – | 108,801 | – | 0.15% | – |
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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% |