ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 524 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $8,796,000 | +8.7% | 78,020 | -2.5% | 1.38% | -1.0% |
| Q4 2018 | $8,095,000 | -12.5% | 80,041 | +0.3% | 1.39% | +5.9% |
| Q3 2018 | $9,248,000 | +7.4% | 79,832 | +2.1% | 1.31% | +3.8% |
| Q2 2018 | $8,608,000 | -7.2% | 78,166 | -7.9% | 1.26% | -7.6% |
| Q1 2018 | $9,279,000 | -7.8% | 84,863 | -3.6% | 1.37% | -5.5% |
| Q4 2017 | $10,061,000 | +2.7% | 88,071 | -3.0% | 1.45% | +0.5% |
| Q3 2017 | $9,794,000 | -4.3% | 90,763 | -6.9% | 1.44% | -7.5% |
| Q2 2017 | $10,231,000 | -36.3% | 97,478 | -36.9% | 1.56% | -38.7% |
| Q1 2017 | $16,067,000 | +8.2% | 154,431 | +5.4% | 2.54% | +1.4% |
| Q4 2016 | $14,856,000 | +8.3% | 146,534 | +1.5% | 2.50% | +8.7% |
| Q3 2016 | $13,715,000 | +1.2% | 144,429 | -1.0% | 2.30% | -2.2% |
| Q2 2016 | $13,552,000 | +4.2% | 145,880 | +0.8% | 2.36% | -3.5% |
| Q1 2016 | $13,010,000 | +3.7% | 144,669 | +2.1% | 2.44% | -0.1% |
| Q4 2015 | $12,541,000 | +7.4% | 141,661 | +2.0% | 2.44% | +5.7% |
| Q3 2015 | $11,675,000 | -8.9% | 138,943 | -0.0% | 2.31% | -5.4% |
| Q2 2015 | $12,818,000 | +3.2% | 139,007 | +3.6% | 2.44% | -2.0% |
| Q1 2015 | $12,417,000 | -29.6% | 134,153 | -28.7% | 2.49% | -34.5% |
| Q4 2014 | $17,637,000 | +20.0% | 188,095 | +15.3% | 3.80% | +13.2% |
| Q3 2014 | $14,700,000 | +2.0% | 163,202 | +2.2% | 3.36% | +0.2% |
| Q2 2014 | $14,412,000 | -10.0% | 159,631 | -13.4% | 3.35% | -16.1% |
| Q1 2014 | $16,012,000 | +3.2% | 184,263 | +1.5% | 4.00% | +21.2% |
| Q4 2013 | $15,522,000 | -45.3% | 181,626 | -49.8% | 3.30% | +1.9% |
| Q3 2013 | $28,358,000 | +120.2% | 362,090 | +113.0% | 3.23% | -4.0% |
| Q2 2013 | $12,878,000 | – | 169,963 | – | 3.37% | – |
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% |