ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 446 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $509,000 | -45.4% | 4,850 | -45.9% | 0.08% | -47.1% |
| Q1 2017 | $933,000 | -42.4% | 8,972 | -43.8% | 0.15% | -46.5% |
| Q4 2016 | $1,619,000 | +12.0% | 15,969 | +5.0% | 0.29% | +8.3% |
| Q3 2016 | $1,445,000 | +0.5% | 15,215 | -1.7% | 0.26% | +0.4% |
| Q2 2016 | $1,438,000 | -4.6% | 15,483 | -7.7% | 0.26% | -8.0% |
| Q1 2016 | $1,508,000 | -6.7% | 16,768 | -8.1% | 0.29% | -8.3% |
| Q4 2015 | $1,616,000 | +2.3% | 18,253 | -3.0% | 0.31% | -3.1% |
| Q3 2015 | $1,580,000 | -11.6% | 18,808 | -3.0% | 0.32% | -3.3% |
| Q2 2015 | $1,788,000 | -0.9% | 19,394 | -0.5% | 0.33% | -0.9% |
| Q1 2015 | $1,805,000 | +22.4% | 19,500 | +23.9% | 0.34% | +25.4% |
| Q4 2014 | $1,475,000 | – | 15,735 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quantitative Advantage, LLC | 663,169 | $62,185,000 | 15.53% |
| FIRST HAWAIIAN BANK | 804,869 | $75,473,000 | 12.34% |
| AFFINITY WEALTH MANAGEMENT LLC | 159,564 | $14,962,000 | 11.97% |
| LVZ, Inc. | 171,905 | $16,120,000 | 11.94% |
| Berkshire Money Management, Inc. | 417,343 | $39,134,000 | 11.71% |
| Valmark Advisers, Inc. | 5,267,779 | $493,960,000 | 11.50% |
| Efficient Advisors, LLC | 431,367 | $40,449,000 | 9.25% |
| TD Ameritrade Trust Co | 374,344 | $35,469,000 | 8.61% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 311,512 | $28,611,000 | 8.20% |
| Betterment LLC | 968,790 | $90,843,000 | 7.94% |