ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 301 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.98 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $2,184,000 | +5.9% | 19,114 | 0.0% | 0.03% | -12.8% |
Q3 2017 | $2,063,000 | +2.8% | 19,114 | 0.0% | 0.04% | -2.5% |
Q2 2017 | $2,006,000 | +0.9% | 19,114 | 0.0% | 0.04% | 0.0% |
Q1 2017 | $1,989,000 | +2.6% | 19,114 | 0.0% | 0.04% | +2.6% |
Q4 2016 | $1,938,000 | +6.8% | 19,114 | 0.0% | 0.04% | +2.6% |
Q3 2016 | $1,815,000 | +2.2% | 19,114 | 0.0% | 0.04% | +8.6% |
Q2 2016 | $1,776,000 | +3.3% | 19,114 | 0.0% | 0.04% | +6.1% |
Q1 2016 | $1,719,000 | +1.6% | 19,114 | 0.0% | 0.03% | 0.0% |
Q4 2015 | $1,692,000 | +5.4% | 19,114 | 0.0% | 0.03% | 0.0% |
Q3 2015 | $1,606,000 | +304.5% | 19,114 | +318.1% | 0.03% | +266.7% |
Q1 2014 | $397,000 | – | 4,572 | – | 0.01% | – |
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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% |