ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $371,000 | 0.0% | 3,580 | 0.0% | 0.02% | +9.5% |
| Q3 2017 | $371,000 | 0.0% | 3,580 | 0.0% | 0.02% | -4.5% |
| Q2 2017 | $371,000 | -0.3% | 3,580 | 0.0% | 0.02% | -12.0% |
| Q1 2017 | $372,000 | +2.5% | 3,580 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $363,000 | -98.4% | 3,580 | -98.5% | 0.02% | -98.4% |
| Q3 2016 | $22,377,000 | -87.7% | 235,648 | -87.9% | 1.53% | -88.7% |
| Q2 2016 | $181,541,000 | +20.1% | 1,954,151 | +16.3% | 13.60% | +12.1% |
| Q1 2016 | $151,154,000 | -6.0% | 1,680,791 | -7.4% | 12.13% | -4.0% |
| Q4 2015 | $160,778,000 | +4623.2% | 1,816,080 | +4383.2% | 12.64% | +3923.9% |
| Q3 2015 | $3,404,000 | +931.5% | 40,509 | +1031.5% | 0.31% | +1107.7% |
| Q2 2015 | $330,000 | -0.3% | 3,580 | 0.0% | 0.03% | -16.1% |
| Q1 2015 | $331,000 | -1.5% | 3,580 | 0.0% | 0.03% | -8.8% |
| Q4 2014 | $336,000 | +3.1% | 3,580 | -1.2% | 0.03% | 0.0% |
| Q3 2014 | $326,000 | -37.9% | 3,623 | -37.7% | 0.03% | -46.0% |
| Q2 2014 | $525,000 | +4.6% | 5,819 | +0.7% | 0.06% | -3.1% |
| Q1 2014 | $502,000 | +1.6% | 5,776 | 0.0% | 0.06% | -13.3% |
| Q4 2013 | $494,000 | +7.9% | 5,776 | -1.1% | 0.08% | -29.2% |
| Q3 2013 | $458,000 | +33.1% | 5,843 | +28.7% | 0.11% | +6.0% |
| Q2 2013 | $344,000 | – | 4,539 | – | 0.10% | – |
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% |