ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.00 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 | 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% |