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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $108,000 | +30.1% | 960 | +16.6% | 0.02% | +13.3% |
| Q4 2018 | $83,000 | -12.6% | 823 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $95,000 | +4.4% | 823 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $91,000 | +1.1% | 823 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $90,000 | -4.3% | 823 | 0.0% | 0.02% | +7.1% |
| Q4 2017 | $94,000 | +5.6% | 823 | 0.0% | 0.01% | -6.7% |
| Q3 2017 | $89,000 | +3.5% | 823 | 0.0% | 0.02% | -21.1% |
| Q2 2017 | $86,000 | -49.1% | 823 | -49.3% | 0.02% | -48.6% |
| Q1 2017 | $169,000 | -12.9% | 1,623 | -15.4% | 0.04% | +8.8% |
| Q4 2016 | $194,000 | -94.0% | 1,918 | -94.3% | 0.03% | -94.4% |
| Q3 2016 | $3,211,000 | -8.1% | 33,815 | -10.1% | 0.60% | -10.8% |
| Q2 2016 | $3,493,000 | +32.6% | 37,598 | +28.4% | 0.68% | +33.1% |
| Q1 2016 | $2,634,000 | +827.5% | 29,287 | +811.5% | 0.51% | +746.7% |
| Q4 2015 | $284,000 | +111.9% | 3,213 | +102.1% | 0.06% | +106.9% |
| Q3 2015 | $134,000 | -19.3% | 1,590 | -11.7% | 0.03% | -6.5% |
| Q2 2015 | $166,000 | -0.6% | 1,800 | 0.0% | 0.03% | +24.0% |
| Q1 2015 | $167,000 | -1.2% | 1,800 | 0.0% | 0.02% | -7.4% |
| Q4 2014 | $169,000 | – | 1,800 | – | 0.03% | – |
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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% |