ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 402 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.06 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $21,978,000 | -37.4% | 192,398 | -40.9% | 2.28% | +13.6% |
| Q3 2017 | $35,099,000 | +8.7% | 325,276 | +5.7% | 2.00% | +0.4% |
| Q2 2017 | $32,287,000 | +10.5% | 307,645 | +9.6% | 2.00% | -0.7% |
| Q1 2017 | $29,228,000 | +40.7% | 280,815 | +37.0% | 2.01% | +29.3% |
| Q4 2016 | $20,777,000 | +18.8% | 204,976 | +11.2% | 1.56% | +16.2% |
| Q3 2016 | $17,494,000 | +22.2% | 184,272 | +19.5% | 1.34% | +14.6% |
| Q2 2016 | $14,311,000 | +17.4% | 154,157 | +13.7% | 1.17% | +1.9% |
| Q1 2016 | $12,188,000 | +19.3% | 135,585 | +17.6% | 1.15% | -10.8% |
| Q4 2015 | $10,213,000 | +59.2% | 115,282 | +51.0% | 1.28% | +74.1% |
| Q3 2015 | $6,414,000 | +22.6% | 76,352 | +34.6% | 0.74% | +19.8% |
| Q2 2015 | $5,230,000 | +11.8% | 56,706 | +12.2% | 0.62% | +9.0% |
| Q1 2015 | $4,680,000 | +21.6% | 50,540 | +23.0% | 0.56% | +11.4% |
| Q4 2014 | $3,848,000 | +41.0% | 41,076 | +35.6% | 0.51% | +38.5% |
| Q3 2014 | $2,730,000 | +6.1% | 30,283 | +6.6% | 0.37% | -0.8% |
| Q2 2014 | $2,572,000 | +24.1% | 28,413 | +11.8% | 0.37% | -3.9% |
| Q1 2014 | $2,072,000 | +19.2% | 25,408 | +24.8% | 0.38% | +23.5% |
| Q4 2013 | $1,738,000 | +25.0% | 20,353 | +14.8% | 0.31% | -5.5% |
| Q3 2013 | $1,390,000 | +405.5% | 17,733 | +388.8% | 0.33% | +457.6% |
| Q2 2013 | $275,000 | – | 3,628 | – | 0.06% | – |
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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% |