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 | $11,857,000 | -5.1% | 99,524 | -7.1% | 0.06% | -4.6% |
| Q2 2019 | $12,492,000 | +3.9% | 107,162 | +0.5% | 0.06% | +3.2% |
| Q1 2019 | $12,027,000 | +13.0% | 106,680 | +1.4% | 0.06% | +3.3% |
| Q4 2018 | $10,641,000 | -13.3% | 105,214 | -0.7% | 0.06% | -3.2% |
| Q3 2018 | $12,269,000 | +4.8% | 105,906 | -0.4% | 0.06% | -1.6% |
| Q2 2018 | $11,705,000 | -0.2% | 106,283 | -0.9% | 0.06% | -3.0% |
| Q1 2018 | $11,726,000 | -0.6% | 107,249 | +3.8% | 0.07% | -4.3% |
| Q4 2017 | $11,797,000 | +12.5% | 103,274 | +6.3% | 0.07% | +11.3% |
| Q3 2017 | $10,486,000 | +3.5% | 97,176 | +0.7% | 0.06% | 0.0% |
| Q2 2017 | $10,134,000 | +1.3% | 96,547 | +0.4% | 0.06% | -3.1% |
| Q1 2017 | $10,006,000 | +3.7% | 96,174 | +1.0% | 0.06% | +10.3% |
| Q4 2016 | $9,649,000 | +18.0% | 95,189 | +10.5% | 0.06% | +13.7% |
| Q3 2016 | $8,177,000 | +2.7% | 86,126 | +0.5% | 0.05% | +4.1% |
| Q2 2016 | $7,962,000 | +5.2% | 85,725 | +1.8% | 0.05% | +4.3% |
| Q1 2016 | $7,568,000 | +4.0% | 84,180 | +2.4% | 0.05% | +4.4% |
| Q4 2015 | $7,280,000 | +15.9% | 82,247 | +10.0% | 0.04% | +7.1% |
| Q3 2015 | $6,281,000 | -8.9% | 74,756 | 0.0% | 0.04% | -4.5% |
| Q2 2015 | $6,892,000 | +1.2% | 74,756 | +1.6% | 0.04% | 0.0% |
| Q1 2015 | $6,807,000 | -2.5% | 73,562 | -1.2% | 0.04% | -6.4% |
| Q4 2014 | $6,978,000 | -0.7% | 74,429 | -4.6% | 0.05% | -4.1% |
| Q3 2014 | $7,024,000 | -1.0% | 78,001 | -0.8% | 0.05% | 0.0% |
| Q2 2014 | $7,096,000 | +4.6% | 78,614 | +0.7% | 0.05% | +96.0% |
| Q1 2014 | $6,784,000 | +1.7% | 78,081 | 0.0% | 0.02% | -3.8% |
| Q4 2013 | $6,671,000 | +9.6% | 78,081 | +0.4% | 0.03% | +8.3% |
| Q3 2013 | $6,089,000 | +3.4% | 77,759 | 0.0% | 0.02% | -7.7% |
| Q2 2013 | $5,890,000 | – | 77,759 | – | 0.03% | – |
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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% |