ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $612,000 | -63.1% | 6,634 | -62.9% | 0.07% | -80.2% |
| Q1 2015 | $1,657,000 | +2.4% | 17,902 | +3.7% | 0.34% | +5.0% |
| Q4 2014 | $1,618,000 | -11.5% | 17,256 | -15.0% | 0.32% | -18.1% |
| Q3 2014 | $1,829,000 | -0.3% | 20,311 | 0.0% | 0.39% | +6.8% |
| Q2 2014 | $1,834,000 | +3.9% | 20,311 | 0.0% | 0.37% | +7.6% |
| Q1 2014 | $1,765,000 | -44.7% | 20,311 | -45.6% | 0.34% | -43.8% |
| Q4 2013 | $3,191,000 | -16.1% | 37,340 | -23.2% | 0.61% | -19.7% |
| Q3 2013 | $3,805,000 | +24.6% | 48,589 | +20.5% | 0.76% | +14.2% |
| Q2 2013 | $3,054,000 | – | 40,312 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |