ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 301 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.98 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $81,903,000 | +2.9% | 758,989 | +0.1% | 0.49% | -3.2% |
| Q2 2017 | $79,583,000 | -7.3% | 758,226 | -8.2% | 0.51% | -12.0% |
| Q1 2017 | $85,892,000 | +2.4% | 825,563 | -0.2% | 0.58% | -7.1% |
| Q4 2016 | $83,864,000 | +36.6% | 827,226 | +28.0% | 0.62% | +27.1% |
| Q3 2016 | $61,390,000 | +5.6% | 646,482 | +3.3% | 0.49% | -0.6% |
| Q2 2016 | $58,157,000 | +8.9% | 626,019 | +5.4% | 0.49% | +2.9% |
| Q1 2016 | $53,412,000 | +7.8% | 593,933 | +6.1% | 0.48% | +1.5% |
| Q4 2015 | $49,557,000 | +22.7% | 559,774 | +16.4% | 0.47% | +10.4% |
| Q3 2015 | $40,396,000 | -14.9% | 480,737 | -6.6% | 0.42% | -10.0% |
| Q2 2015 | $47,479,000 | +4.0% | 514,900 | +4.4% | 0.47% | -0.4% |
| Q1 2015 | $45,638,000 | -14.0% | 493,062 | -12.9% | 0.47% | -20.3% |
| Q4 2014 | $53,058,000 | +28.6% | 565,836 | +23.5% | 0.60% | +18.5% |
| Q3 2014 | $41,272,000 | +7.7% | 458,223 | +8.0% | 0.50% | +7.7% |
| Q2 2014 | $38,308,000 | +93.5% | 424,324 | +86.2% | 0.47% | +70.7% |
| Q1 2014 | $19,799,000 | -0.5% | 227,838 | -2.2% | 0.27% | -5.5% |
| Q4 2013 | $19,908,000 | +9.1% | 232,946 | -0.0% | 0.29% | -2.4% |
| Q3 2013 | $18,251,000 | +2.0% | 233,034 | -1.3% | 0.30% | -6.3% |
| Q2 2013 | $17,892,000 | – | 236,133 | – | 0.32% | – |
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% |