ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $3,128,000 | +26.7% | 30,852 | +18.6% | 0.00% | +33.3% |
| Q3 2016 | $2,469,000 | -3.8% | 26,003 | -5.9% | 0.00% | 0.0% |
| Q2 2016 | $2,567,000 | +8.7% | 27,637 | +5.3% | 0.00% | 0.0% |
| Q1 2016 | $2,361,000 | -37.6% | 26,252 | -38.6% | 0.00% | -40.0% |
| Q4 2015 | $3,783,000 | +76.9% | 42,731 | +68.0% | 0.01% | +66.7% |
| Q3 2015 | $2,138,000 | +16.6% | 25,441 | +27.9% | 0.00% | +50.0% |
| Q2 2015 | $1,834,000 | +192.0% | 19,889 | +192.9% | 0.00% | +100.0% |
| Q1 2015 | $628,000 | -77.0% | 6,790 | -76.7% | 0.00% | -75.0% |
| Q4 2014 | $2,733,000 | +445.5% | 29,143 | +423.6% | 0.00% | +300.0% |
| Q3 2014 | $501,000 | +4.2% | 5,566 | +4.4% | 0.00% | 0.0% |
| Q2 2014 | $481,000 | +3.9% | 5,330 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $463,000 | +324.8% | 5,330 | +316.1% | 0.00% | – |
| Q4 2013 | $109,000 | +70.3% | 1,281 | +57.8% | 0.00% | – |
| Q3 2013 | $64,000 | +190.9% | 812 | +175.3% | 0.00% | – |
| Q2 2013 | $22,000 | – | 295 | – | 0.00% | – |
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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% |