ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 515 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $80,168,000 | -16.1% | 672,882 | -17.9% | 0.16% | -14.4% |
| Q2 2019 | $95,550,000 | +105.8% | 819,682 | +99.1% | 0.19% | +3.3% |
| Q1 2019 | $46,420,000 | +46.2% | 411,741 | +31.2% | 0.18% | +31.2% |
| Q4 2018 | $31,742,000 | -21.0% | 313,841 | -9.5% | 0.14% | -6.1% |
| Q3 2018 | $40,190,000 | -15.6% | 346,941 | -19.7% | 0.15% | -19.2% |
| Q2 2018 | $47,592,000 | +55.5% | 432,141 | +54.4% | 0.18% | +49.2% |
| Q1 2018 | $30,609,000 | -6.5% | 279,941 | -2.3% | 0.12% | -5.4% |
| Q4 2017 | $32,746,000 | -25.3% | 286,641 | -29.4% | 0.13% | -31.7% |
| Q3 2017 | $43,837,000 | +5.0% | 406,241 | +2.2% | 0.19% | 0.0% |
| Q2 2017 | $41,736,000 | -15.1% | 397,641 | -15.8% | 0.19% | -14.9% |
| Q1 2017 | $49,132,000 | +20.1% | 472,241 | +17.1% | 0.22% | +15.6% |
| Q4 2016 | $40,901,000 | +50.1% | 403,441 | +40.6% | 0.19% | +60.0% |
| Q3 2016 | $27,257,000 | -10.9% | 287,041 | -12.8% | 0.12% | -11.8% |
| Q2 2016 | $30,596,000 | +83.6% | 329,341 | +77.7% | 0.14% | +81.3% |
| Q1 2016 | $16,668,000 | +17.8% | 185,341 | +16.0% | 0.08% | +21.0% |
| Q4 2015 | $14,151,000 | +32.0% | 159,841 | +25.3% | 0.06% | +40.9% |
| Q3 2015 | $10,721,000 | +3.5% | 127,591 | +13.6% | 0.04% | +7.3% |
| Q2 2015 | $10,354,000 | -0.4% | 112,291 | 0.0% | 0.04% | -4.7% |
| Q1 2015 | $10,394,000 | +8.9% | 112,291 | +10.3% | 0.04% | +13.2% |
| Q4 2014 | $9,545,000 | +15.7% | 101,791 | +11.1% | 0.04% | +8.6% |
| Q3 2014 | $8,250,000 | -50.6% | 91,591 | -50.5% | 0.04% | -50.0% |
| Q2 2014 | $16,710,000 | +36.4% | 185,091 | +31.3% | 0.07% | +32.1% |
| Q1 2014 | $12,252,000 | +71.1% | 140,991 | +68.3% | 0.05% | +65.6% |
| Q4 2013 | $7,159,000 | -60.5% | 83,771 | -63.8% | 0.03% | -64.0% |
| Q3 2013 | $18,119,000 | +199.8% | 231,341 | +190.1% | 0.09% | +178.1% |
| Q2 2013 | $6,043,000 | – | 79,750 | – | 0.03% | – |
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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% |