ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,138,000 | -3.0% | 9,763 | -6.2% | 0.22% | -0.4% |
| Q1 2019 | $1,173,000 | +4.5% | 10,405 | -6.3% | 0.23% | -8.5% |
| Q4 2018 | $1,123,000 | -28.6% | 11,106 | -18.2% | 0.25% | -18.2% |
| Q3 2018 | $1,572,000 | +5.2% | 13,574 | +0.0% | 0.30% | -0.3% |
| Q2 2018 | $1,494,000 | +1.2% | 13,569 | +0.5% | 0.30% | -2.9% |
| Q1 2018 | $1,477,000 | -13.1% | 13,504 | -9.2% | 0.31% | -12.1% |
| Q4 2017 | $1,699,000 | +5.4% | 14,870 | -0.5% | 0.36% | +0.6% |
| Q3 2017 | $1,612,000 | +1.6% | 14,940 | -1.1% | 0.35% | -0.3% |
| Q2 2017 | $1,586,000 | -3.2% | 15,110 | -4.1% | 0.35% | -3.5% |
| Q1 2017 | $1,639,000 | -3.8% | 15,758 | -6.2% | 0.37% | -8.5% |
| Q4 2016 | $1,703,000 | +7.1% | 16,803 | +0.3% | 0.40% | +4.7% |
| Q3 2016 | $1,590,000 | -13.2% | 16,746 | -15.1% | 0.38% | -16.9% |
| Q2 2016 | $1,831,000 | +10.7% | 19,714 | +7.2% | 0.46% | +13.5% |
| Q1 2016 | $1,654,000 | +0.6% | 18,389 | -1.0% | 0.41% | +4.4% |
| Q4 2015 | $1,644,000 | +1.5% | 18,567 | -3.7% | 0.39% | -1.3% |
| Q3 2015 | $1,620,000 | -20.7% | 19,273 | -13.0% | 0.39% | -13.6% |
| Q2 2015 | $2,043,000 | +4.0% | 22,154 | +4.4% | 0.46% | +3.9% |
| Q1 2015 | $1,965,000 | +13.4% | 21,229 | +14.9% | 0.44% | +10.9% |
| Q4 2014 | $1,733,000 | +9.2% | 18,482 | +4.9% | 0.40% | +7.3% |
| Q3 2014 | $1,587,000 | +22.7% | 17,623 | +23.0% | 0.37% | +23.4% |
| Q2 2014 | $1,293,000 | +1.3% | 14,327 | -2.4% | 0.30% | -2.0% |
| Q1 2014 | $1,276,000 | +7.9% | 14,686 | +6.1% | 0.30% | +8.2% |
| Q4 2013 | $1,183,000 | +31.0% | 13,840 | +20.1% | 0.28% | +23.1% |
| Q3 2013 | $903,000 | +155.1% | 11,525 | +146.5% | 0.23% | +146.2% |
| Q2 2013 | $354,000 | – | 4,676 | – | 0.09% | – |
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% |