ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 321 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $1,019,000 | +348.9% | 11,510 | +326.3% | 0.16% | +331.6% |
| Q3 2015 | $227,000 | -8.8% | 2,700 | 0.0% | 0.04% | -11.6% |
| Q2 2015 | $249,000 | -18.4% | 2,700 | -18.2% | 0.04% | -14.0% |
| Q1 2015 | $305,000 | -1.3% | 3,300 | 0.0% | 0.05% | +4.2% |
| Q4 2014 | $309,000 | +4.0% | 3,300 | 0.0% | 0.05% | +4.3% |
| Q3 2014 | $297,000 | -0.3% | 3,300 | 0.0% | 0.05% | +2.2% |
| Q2 2014 | $298,000 | +3.8% | 3,300 | 0.0% | 0.04% | -6.2% |
| Q1 2014 | $287,000 | -18.0% | 3,300 | -19.5% | 0.05% | -22.6% |
| Q4 2013 | $350,000 | +9.0% | 4,100 | 0.0% | 0.06% | +1.6% |
| Q3 2013 | $321,000 | +3.2% | 4,100 | 0.0% | 0.06% | -1.6% |
| Q2 2013 | $311,000 | – | 4,100 | – | 0.06% | – |
Download | ||||||
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% |