ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 419 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 2.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $10,503,000 | +6.6% | 93,163 | -4.4% | 0.16% | -5.8% |
| Q4 2018 | $9,856,000 | -10.8% | 97,450 | +2.2% | 0.17% | +0.6% |
| Q3 2018 | $11,044,000 | +10.0% | 95,336 | +4.6% | 0.17% | -1.7% |
| Q2 2018 | $10,038,000 | +6.3% | 91,147 | +5.5% | 0.17% | +4.2% |
| Q1 2018 | $9,447,000 | +18.5% | 86,398 | +17.0% | 0.17% | +8.4% |
| Q3 2017 | $7,972,000 | +78.3% | 73,876 | +73.4% | 0.15% | +73.0% |
| Q2 2017 | $4,471,000 | +44.4% | 42,593 | +43.1% | 0.09% | +39.1% |
| Q1 2017 | $3,097,000 | +579.2% | 29,765 | +561.4% | 0.06% | +540.0% |
| Q4 2016 | $456,000 | +2.2% | 4,500 | -4.2% | 0.01% | 0.0% |
| Q3 2016 | $446,000 | -6.1% | 4,696 | -8.2% | 0.01% | -9.1% |
| Q2 2016 | $475,000 | -2.9% | 5,117 | -5.9% | 0.01% | -8.3% |
| Q1 2016 | $489,000 | +3.2% | 5,435 | +1.5% | 0.01% | 0.0% |
| Q4 2015 | $474,000 | +5.3% | 5,355 | +0.0% | 0.01% | -7.7% |
| Q3 2015 | $450,000 | -9.5% | 5,354 | -0.7% | 0.01% | 0.0% |
| Q2 2015 | $497,000 | -7.1% | 5,392 | -6.8% | 0.01% | -7.1% |
| Q1 2015 | $535,000 | +22.1% | 5,783 | +23.8% | 0.01% | +16.7% |
| Q4 2014 | $438,000 | +100.0% | 4,672 | +92.2% | 0.01% | +100.0% |
| Q3 2014 | $219,000 | 0.0% | 2,431 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $219,000 | +2.3% | 2,431 | -1.2% | 0.01% | 0.0% |
| Q1 2014 | $214,000 | -31.2% | 2,460 | -40.1% | 0.01% | -45.5% |
| Q2 2013 | $311,000 | – | 4,104 | – | 0.01% | – |
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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% |