ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 294 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $3,014,000 | +14.3% | 32,560 | +15.8% | 0.03% | +10.7% |
| Q4 2014 | $2,638,000 | +4.3% | 28,125 | +0.1% | 0.03% | -22.2% |
| Q3 2014 | $2,530,000 | +1.9% | 28,090 | +2.2% | 0.04% | +2.9% |
| Q2 2014 | $2,482,000 | +3.6% | 27,487 | -0.3% | 0.04% | 0.0% |
| Q1 2014 | $2,395,000 | +7.9% | 27,562 | +6.2% | 0.04% | -7.9% |
| Q4 2013 | $2,219,000 | -80.6% | 25,962 | -82.2% | 0.04% | -82.2% |
| Q3 2013 | $11,451,000 | +535.1% | 146,217 | +514.6% | 0.21% | +491.7% |
| Q2 2013 | $1,803,000 | – | 23,792 | – | 0.04% | – |
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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% |