ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 527 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $213,000 | -9.7% | 1,971 | -12.3% | 0.19% | +11.7% |
| Q2 2017 | $236,000 | -14.5% | 2,248 | -15.1% | 0.17% | -16.2% |
| Q1 2017 | $276,000 | +3.4% | 2,648 | +0.5% | 0.20% | +5.7% |
| Q4 2016 | $267,000 | +7.2% | 2,636 | +0.6% | 0.19% | +1.0% |
| Q3 2016 | $249,000 | +2.9% | 2,620 | +0.6% | 0.19% | +11.7% |
| Q2 2016 | $242,000 | +3.9% | 2,604 | +0.6% | 0.17% | +0.6% |
| Q1 2016 | $233,000 | +2.2% | 2,589 | +0.6% | 0.17% | +16.4% |
| Q4 2015 | $228,000 | +7.0% | 2,573 | +1.3% | 0.15% | +18.7% |
| Q3 2015 | $213,000 | -9.0% | 2,540 | +0.0% | 0.12% | +18.3% |
| Q2 2015 | $234,000 | 0.0% | 2,539 | +0.5% | 0.10% | +10.6% |
| Q1 2015 | $234,000 | -0.8% | 2,526 | +0.6% | 0.09% | +6.8% |
| Q4 2014 | $236,000 | +4.9% | 2,512 | +0.6% | 0.09% | +27.5% |
| Q3 2014 | $225,000 | +0.4% | 2,497 | +0.6% | 0.07% | -2.8% |
| Q2 2014 | $224,000 | +4.2% | 2,483 | +0.5% | 0.07% | +2.9% |
| Q1 2014 | $215,000 | +2.4% | 2,470 | +0.5% | 0.07% | -1.4% |
| Q4 2013 | $210,000 | – | 2,457 | – | 0.07% | – |
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% |