ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 545 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $3,666,000 | -15.5% | 36,250 | -3.3% | 1.35% | +21.4% |
| Q3 2018 | $4,341,000 | +0.2% | 37,476 | -4.7% | 1.11% | -5.5% |
| Q2 2018 | $4,333,000 | -5.2% | 39,341 | -5.9% | 1.18% | -11.3% |
| Q1 2018 | $4,572,000 | -14.7% | 41,818 | -10.8% | 1.33% | -7.7% |
| Q4 2017 | $5,357,000 | +5.2% | 46,893 | -0.6% | 1.44% | +6.1% |
| Q3 2017 | $5,090,000 | +0.6% | 47,170 | -2.2% | 1.36% | -5.3% |
| Q2 2017 | $5,062,000 | +0.3% | 48,227 | -0.6% | 1.43% | -2.5% |
| Q1 2017 | $5,049,000 | +6.4% | 48,532 | +3.7% | 1.47% | +4.9% |
| Q4 2016 | $4,747,000 | – | 46,821 | – | 1.40% | – |
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% |