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 | ||||
---|---|---|---|---|---|---|
Q1 2019 | $803,000 | -43.9% | 7,125 | -49.7% | 0.00% | -100.0% |
Q4 2018 | $1,432,000 | -46.3% | 14,155 | -38.6% | 0.00% | 0.0% |
Q3 2018 | $2,669,000 | -23.3% | 23,042 | -27.1% | 0.00% | 0.0% |
Q2 2018 | $3,479,000 | -14.1% | 31,592 | -14.7% | 0.00% | -50.0% |
Q1 2018 | $4,050,000 | -6.9% | 37,038 | -2.8% | 0.00% | 0.0% |
Q4 2017 | $4,351,000 | +10.5% | 38,086 | +4.4% | 0.00% | +100.0% |
Q3 2017 | $3,936,000 | +5.9% | 36,471 | +2.9% | 0.00% | 0.0% |
Q2 2017 | $3,718,000 | +18.1% | 35,427 | +17.1% | 0.00% | 0.0% |
Q1 2017 | $3,148,000 | +16.2% | 30,258 | +13.3% | 0.00% | 0.0% |
Q4 2016 | $2,708,000 | +11.9% | 26,712 | +4.8% | 0.00% | 0.0% |
Q3 2016 | $2,420,000 | +2.2% | 25,486 | +0.0% | 0.00% | 0.0% |
Q2 2016 | $2,367,000 | +10.5% | 25,484 | +7.0% | 0.00% | 0.0% |
Q1 2016 | $2,143,000 | -4.4% | 23,826 | -5.9% | 0.00% | 0.0% |
Q4 2015 | $2,242,000 | +0.4% | 25,320 | -4.7% | 0.00% | 0.0% |
Q3 2015 | $2,233,000 | -20.3% | 26,574 | -12.6% | 0.00% | 0.0% |
Q2 2015 | $2,803,000 | -12.0% | 30,393 | -11.7% | 0.00% | 0.0% |
Q1 2015 | $3,185,000 | -2.1% | 34,411 | -0.8% | 0.00% | 0.0% |
Q4 2014 | $3,254,000 | +8.1% | 34,699 | +3.8% | 0.00% | 0.0% |
Q3 2014 | $3,011,000 | -0.3% | 33,430 | -0.1% | 0.00% | 0.0% |
Q2 2014 | $3,021,000 | -0.7% | 33,459 | -4.4% | 0.00% | 0.0% |
Q1 2014 | $3,042,000 | -19.4% | 35,011 | -20.7% | 0.00% | 0.0% |
Q4 2013 | $3,774,000 | +11.1% | 44,160 | +1.8% | 0.00% | 0.0% |
Q3 2013 | $3,397,000 | +4.2% | 43,373 | +0.8% | 0.00% | -50.0% |
Q2 2013 | $3,259,000 | – | 43,020 | – | 0.00% | – |
Download |
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% |