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 2018 | $1,406,000 | +9.7% | 12,856 | +14.5% | 0.36% | +4.6% |
| Q4 2017 | $1,282,000 | +6.0% | 11,226 | +0.2% | 0.35% | -2.8% |
| Q3 2017 | $1,209,000 | -9.0% | 11,204 | -11.4% | 0.36% | -10.5% |
| Q2 2017 | $1,328,000 | +1.1% | 12,651 | +0.1% | 0.40% | -2.0% |
| Q1 2017 | $1,314,000 | +3.8% | 12,633 | +1.2% | 0.41% | -3.6% |
| Q4 2016 | $1,266,000 | +6.9% | 12,486 | +0.2% | 0.42% | +6.0% |
| Q3 2016 | $1,184,000 | +7.5% | 12,467 | +5.2% | 0.40% | -3.6% |
| Q2 2016 | $1,101,000 | +14.4% | 11,849 | +10.7% | 0.41% | +5.4% |
| Q1 2016 | $962,000 | +3.9% | 10,701 | +2.3% | 0.39% | +3.7% |
| Q4 2015 | $926,000 | +23.5% | 10,463 | +17.2% | 0.38% | +13.5% |
| Q3 2015 | $750,000 | +37.9% | 8,925 | +51.2% | 0.33% | +44.8% |
| Q2 2015 | $544,000 | +18.0% | 5,902 | +18.4% | 0.23% | +16.8% |
| Q1 2015 | $461,000 | -1.3% | 4,983 | 0.0% | 0.20% | +1.0% |
| Q4 2014 | $467,000 | – | 4,983 | – | 0.20% | – |
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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% |