ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $308,000 | +10.4% | 2,371 | +1.2% | 0.02% | -4.8% |
| Q3 2019 | $279,000 | +2.2% | 2,343 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $273,000 | +3.8% | 2,343 | +0.5% | 0.02% | -4.5% |
| Q1 2019 | $263,000 | +2.7% | 2,331 | -7.9% | 0.02% | -8.3% |
| Q4 2018 | $256,000 | -11.4% | 2,531 | +1.4% | 0.02% | -14.3% |
| Q3 2018 | $289,000 | +5.9% | 2,497 | +0.6% | 0.03% | 0.0% |
| Q2 2018 | $273,000 | +0.7% | 2,481 | 0.0% | 0.03% | -9.7% |
| Q1 2018 | $271,000 | -3.9% | 2,481 | +0.6% | 0.03% | +3.3% |
| Q4 2017 | $282,000 | +7.2% | 2,467 | +1.1% | 0.03% | 0.0% |
| Q3 2017 | $263,000 | +3.1% | 2,439 | +0.6% | 0.03% | 0.0% |
| Q2 2017 | $255,000 | +1.2% | 2,425 | 0.0% | 0.03% | -3.2% |
| Q1 2017 | $252,000 | -5.6% | 2,425 | -7.9% | 0.03% | -13.9% |
| Q4 2016 | $267,000 | +8.1% | 2,633 | +1.2% | 0.04% | -12.2% |
| Q3 2016 | $247,000 | +11.8% | 2,601 | +9.1% | 0.04% | +7.9% |
| Q2 2016 | $221,000 | +3.8% | 2,383 | +0.6% | 0.04% | 0.0% |
| Q1 2016 | $213,000 | -1.8% | 2,369 | -3.5% | 0.04% | -2.6% |
| Q4 2015 | $217,000 | +5.9% | 2,456 | +0.7% | 0.04% | -7.1% |
| Q3 2015 | $205,000 | -8.5% | 2,440 | +0.5% | 0.04% | -4.5% |
| Q2 2015 | $224,000 | -0.4% | 2,427 | -0.3% | 0.04% | -4.3% |
| Q1 2015 | $225,000 | -0.9% | 2,435 | +0.6% | 0.05% | -4.2% |
| Q4 2014 | $227,000 | +4.6% | 2,420 | +0.5% | 0.05% | -5.9% |
| Q3 2014 | $217,000 | +0.5% | 2,407 | +0.5% | 0.05% | +4.1% |
| Q2 2014 | $216,000 | +3.3% | 2,395 | -0.4% | 0.05% | -3.9% |
| Q1 2014 | $209,000 | +2.0% | 2,404 | 0.0% | 0.05% | 0.0% |
| Q4 2013 | $205,000 | +10.2% | 2,404 | +1.2% | 0.05% | 0.0% |
| Q3 2013 | $186,000 | +3.9% | 2,376 | +0.6% | 0.05% | +2.0% |
| Q2 2013 | $179,000 | – | 2,363 | – | 0.05% | – |
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% |