Independent Portfolio Consultants, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 321 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Independent Portfolio Consultants, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$319,000
-11.1%
3,070
-13.3%
0.11%
-6.8%
Q4 2016$359,000
+541.1%
3,540
+466.4%
0.12%
+686.7%
Q3 2014$56,0000.0%6250.0%0.02%
-6.2%
Q2 2014$56,0006250.02%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 663,169$62,185,00015.53%
FIRST HAWAIIAN BANK 804,869$75,473,00012.34%
AFFINITY WEALTH MANAGEMENT LLC 159,564$14,962,00011.97%
LVZ, Inc. 171,905$16,120,00011.94%
Berkshire Money Management, Inc. 417,343$39,134,00011.71%
Valmark Advisers, Inc. 5,267,779$493,960,00011.50%
Efficient Advisors, LLC 431,367$40,449,0009.25%
TD Ameritrade Trust Co 374,344$35,469,0008.61%
PHILLIPS FINANCIAL MANAGEMENT, LLC 311,512$28,611,0008.20%
Betterment LLC 968,790$90,843,0007.94%
View complete list of ISHARES TR shareholders