ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 515 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $220,000 | -5.6% | 1,891 | -8.3% | 0.09% | -6.5% |
| Q1 2019 | $233,000 | -12.7% | 2,063 | -21.7% | 0.09% | -43.2% |
| Q4 2018 | $267,000 | -72.2% | 2,635 | -70.7% | 0.16% | -46.0% |
| Q3 2017 | $962,000 | +100.8% | 8,998 | +98.8% | 0.30% | -1.3% |
| Q2 2017 | $479,000 | -5.1% | 4,526 | -6.8% | 0.30% | +7.8% |
| Q1 2017 | $505,000 | -25.8% | 4,857 | -27.7% | 0.28% | -26.8% |
| Q4 2016 | $681,000 | -42.8% | 6,719 | -46.3% | 0.38% | -50.3% |
| Q3 2016 | $1,191,000 | -37.3% | 12,510 | -38.9% | 0.77% | -40.2% |
| Q2 2016 | $1,901,000 | -57.5% | 20,466 | -58.9% | 1.30% | -52.9% |
| Q1 2016 | $4,474,000 | -2.0% | 49,748 | -3.5% | 2.75% | -8.5% |
| Q4 2015 | $4,566,000 | -11.6% | 51,573 | -16.1% | 3.00% | -41.9% |
| Q3 2015 | $5,167,000 | -65.4% | 61,489 | -62.0% | 5.18% | -46.6% |
| Q2 2015 | $14,933,000 | +0.0% | 161,947 | +0.4% | 9.69% | +10.3% |
| Q1 2015 | $14,928,000 | -0.2% | 161,283 | +1.1% | 8.78% | -26.6% |
| Q4 2014 | $14,962,000 | +30.5% | 159,564 | +25.7% | 11.97% | +9.3% |
| Q2 2014 | $11,463,000 | +24.2% | 126,969 | +7.7% | 10.96% | +173.1% |
| Q3 2013 | $9,232,000 | +2.5% | 117,869 | -0.9% | 4.01% | -3.8% |
| Q2 2013 | $9,010,000 | – | 118,912 | – | 4.17% | – |
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% |