ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 447 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $17,000 | -19.0% | 148 | -21.7% | 0.01% | -28.6% |
| Q1 2019 | $21,000 | +10.5% | 189 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 189 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $22,000 | +4.8% | 189 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | 0.0% | 189 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $21,000 | -4.5% | 189 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $22,000 | -12.0% | 189 | -19.2% | 0.01% | -22.2% |
| Q3 2017 | $25,000 | 0.0% | 234 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $25,000 | +4.2% | 234 | 0.0% | 0.01% | -10.0% |
| Q1 2017 | $24,000 | -99.9% | 234 | -17.6% | 0.01% | -16.7% |
| Q4 2016 | $28,792,000 | +106537.0% | 284 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $27,000 | +145.5% | 284 | +134.7% | 0.01% | +160.0% |
| Q2 2016 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $11,000 | +10.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $10,000 | -9.1% | 121 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $11,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $11,000 | +10.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $10,000 | – | 121 | – | 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% |