ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 446 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $773,000 | -51.0% | 8,036 | -33.7% | 0.26% | -24.0% |
| Q4 2019 | $1,577,000 | +4.6% | 12,123 | -4.1% | 0.34% | +1.5% |
| Q3 2019 | $1,507,000 | +5.2% | 12,645 | -0.5% | 0.33% | +3.4% |
| Q2 2019 | $1,432,000 | -8.7% | 12,710 | -8.6% | 0.32% | -10.8% |
| Q1 2019 | $1,569,000 | +11.6% | 13,913 | +0.1% | 0.36% | +13.2% |
| Q4 2018 | $1,406,000 | +159.9% | 13,906 | +198.0% | 0.32% | +212.7% |
| Q3 2018 | $541,000 | -4.9% | 4,666 | -9.7% | 0.10% | -16.4% |
| Q2 2018 | $569,000 | -5.8% | 5,166 | -6.5% | 0.12% | -5.4% |
| Q1 2018 | $604,000 | -4.3% | 5,525 | 0.0% | 0.13% | -3.7% |
| Q4 2017 | $631,000 | +5.9% | 5,525 | 0.0% | 0.13% | -18.8% |
| Q3 2017 | $596,000 | +4.2% | 5,525 | +1.5% | 0.16% | -2.4% |
| Q2 2017 | $572,000 | -19.8% | 5,445 | -20.6% | 0.17% | -27.5% |
| Q1 2017 | $713,000 | -8.5% | 6,855 | -10.8% | 0.23% | -14.0% |
| Q4 2016 | $779,000 | +6.9% | 7,681 | 0.0% | 0.27% | +6.3% |
| Q3 2016 | $729,000 | +1.8% | 7,681 | -0.3% | 0.26% | -6.2% |
| Q2 2016 | $716,000 | -31.9% | 7,703 | -34.2% | 0.27% | -34.8% |
| Q1 2016 | $1,052,000 | -77.2% | 11,698 | -77.6% | 0.42% | -77.0% |
| Q4 2015 | $4,624,000 | -14.2% | 52,236 | -18.6% | 1.82% | -13.2% |
| Q3 2015 | $5,392,000 | +700.0% | 64,170 | +777.4% | 2.09% | +654.9% |
| Q2 2015 | $674,000 | -12.4% | 7,314 | -11.9% | 0.28% | -10.6% |
| Q1 2015 | $769,000 | -29.3% | 8,304 | -28.4% | 0.31% | -30.5% |
| Q4 2014 | $1,087,000 | +28.5% | 11,591 | +23.5% | 0.45% | +25.6% |
| Q3 2014 | $846,000 | -0.1% | 9,389 | +0.1% | 0.36% | -5.8% |
| Q2 2014 | $847,000 | +4.3% | 9,380 | +0.3% | 0.38% | +1.9% |
| Q1 2014 | $812,000 | -25.0% | 9,349 | -26.2% | 0.37% | -34.7% |
| Q4 2013 | $1,082,000 | +6.5% | 12,670 | -2.3% | 0.57% | +11.8% |
| Q3 2013 | $1,016,000 | -99.9% | 12,971 | -5.9% | 0.51% | -2.1% |
| Q2 2013 | $1,044,793,000 | – | 13,789 | – | 0.52% | – |
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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% |