ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 294 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2014 | $27,885,000 | +4.7% | 308,873 | +0.8% | 11.85% | -31.6% |
| Q1 2014 | $26,640,000 | +2.1% | 306,563 | +0.4% | 17.32% | -0.1% |
| Q4 2013 | $26,093,000 | +9.1% | 305,327 | 0.0% | 17.33% | -0.2% |
| Q3 2013 | $23,913,000 | +4.2% | 305,327 | +0.8% | 17.36% | -3.9% |
| Q2 2013 | $22,954,000 | – | 302,937 | – | 18.06% | – |
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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% |