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 2021 | $45,000 | +7.1% | 290 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $42,000 | -2.3% | 290 | 0.0% | 0.00% | +33.3% |
| Q2 2021 | $43,000 | +4.9% | 290 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $41,000 | +10.8% | 290 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $37,000 | +12.1% | 290 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $33,000 | +6.5% | 290 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +10.7% | 290 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -26.3% | 290 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | +8.6% | 290 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $35,000 | +2.9% | 290 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $34,000 | -29.2% | 290 | -32.1% | 0.00% | -33.3% |
| Q1 2019 | $48,000 | +11.6% | 427 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $43,000 | -12.2% | 427 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $49,000 | +2.1% | 427 | -2.3% | 0.01% | -14.3% |
| Q2 2018 | $48,000 | 0.0% | 437 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $48,000 | -4.0% | 437 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $50,000 | +4.2% | 437 | -1.8% | 0.01% | 0.0% |
| Q3 2017 | $48,000 | +4.3% | 445 | +1.8% | 0.01% | 0.0% |
| Q2 2017 | $46,000 | +2.2% | 437 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $45,000 | +2.3% | 437 | 0.0% | 0.01% | -12.5% |
| Q4 2016 | $44,000 | +7.3% | 437 | 0.0% | 0.01% | +14.3% |
| Q3 2016 | $41,000 | 0.0% | 437 | 0.0% | 0.01% | -12.5% |
| Q2 2016 | $41,000 | +51.9% | 437 | +45.7% | 0.01% | +60.0% |
| Q1 2016 | $27,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $27,000 | +8.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $25,000 | -10.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $28,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $28,000 | 0.0% | 300 | 0.0% | 0.01% | -28.6% |
| Q4 2014 | $28,000 | +3.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $27,000 | 0.0% | 300 | 0.0% | 0.01% | +16.7% |
| Q2 2014 | $27,000 | – | 300 | – | 0.01% | – |
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% |