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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $234,000 | +15.3% | 1,497 | +7.2% | 0.02% | +5.0% |
| Q3 2021 | $203,000 | -1.5% | 1,397 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $206,000 | -15.9% | 1,397 | -19.4% | 0.02% | -20.0% |
| Q1 2021 | $245,000 | +10.4% | 1,734 | 0.0% | 0.02% | +8.7% |
| Q4 2020 | $222,000 | +28.3% | 1,734 | -3.5% | 0.02% | 0.0% |
| Q1 2020 | $173,000 | -11.7% | 1,797 | +19.0% | 0.02% | 0.0% |
| Q4 2019 | $196,000 | +8.9% | 1,510 | 0.0% | 0.02% | +4.5% |
| Q3 2019 | $180,000 | +2.3% | 1,510 | 0.0% | 0.02% | -8.3% |
| Q2 2019 | $176,000 | -22.8% | 1,510 | -25.2% | 0.02% | -25.0% |
| Q1 2019 | $228,000 | +17.5% | 2,018 | +5.4% | 0.03% | +6.7% |
| Q4 2018 | $194,000 | -12.6% | 1,914 | 0.0% | 0.03% | +15.4% |
| Q3 2018 | $222,000 | +5.2% | 1,914 | 0.0% | 0.03% | +8.3% |
| Q2 2018 | $211,000 | +1.0% | 1,914 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $209,000 | -1.4% | 1,914 | +3.1% | 0.02% | 0.0% |
| Q4 2017 | $212,000 | +6.0% | 1,856 | 0.0% | 0.02% | +9.1% |
| Q3 2017 | $200,000 | +2.6% | 1,856 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $195,000 | +1.0% | 1,856 | 0.0% | 0.02% | +4.8% |
| Q1 2017 | $193,000 | -10.6% | 1,856 | -13.0% | 0.02% | -16.0% |
| Q4 2016 | $216,000 | -16.0% | 2,133 | -21.1% | 0.02% | -13.8% |
| Q3 2016 | $257,000 | 0.0% | 2,704 | -2.3% | 0.03% | 0.0% |
| Q2 2016 | $257,000 | -8.2% | 2,769 | -11.1% | 0.03% | -12.1% |
| Q1 2016 | $280,000 | -5.4% | 3,113 | -7.0% | 0.03% | -8.3% |
| Q4 2015 | $296,000 | -8.4% | 3,349 | -12.8% | 0.04% | -7.7% |
| Q3 2015 | $323,000 | -14.8% | 3,840 | -6.6% | 0.04% | -13.3% |
| Q2 2015 | $379,000 | -61.1% | 4,110 | -61.0% | 0.04% | -61.2% |
| Q1 2015 | $974,000 | +216.2% | 10,527 | +220.5% | 0.12% | +176.2% |
| Q4 2014 | $308,000 | +4.1% | 3,285 | 0.0% | 0.04% | -2.3% |
| Q3 2014 | $296,000 | -0.3% | 3,285 | 0.0% | 0.04% | -2.3% |
| Q2 2014 | $297,000 | +2.1% | 3,285 | -2.1% | 0.04% | -4.3% |
| Q1 2014 | $291,000 | -9.6% | 3,354 | -11.0% | 0.05% | -14.8% |
| Q4 2013 | $322,000 | +8.8% | 3,769 | -0.4% | 0.05% | +5.9% |
| Q3 2013 | $296,000 | +6.5% | 3,784 | +3.1% | 0.05% | +2.0% |
| Q2 2013 | $278,000 | – | 3,669 | – | 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% |