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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $115,470,000 | +0.1% | 12,460 | +2.9% | 5.74% | -2.0% |
| Q2 2017 | $115,386,000 | -4.1% | 12,110 | -3.2% | 5.86% | -2.7% |
| Q1 2017 | $120,276,000 | +877.6% | 12,513 | -89.7% | 6.02% | -20.1% |
| Q4 2016 | $12,303,000 | +7.1% | 121,365 | +0.3% | 7.54% | +2.2% |
| Q3 2016 | $11,491,000 | -0.2% | 121,012 | -2.4% | 7.37% | -3.3% |
| Q2 2016 | $11,518,000 | -10.3% | 123,991 | -13.2% | 7.62% | -14.6% |
| Q1 2016 | $12,847,000 | -7.5% | 142,865 | -5.4% | 8.92% | -7.2% |
| Q4 2015 | $13,885,000 | – | 150,965 | – | 9.62% | – |
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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% |