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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $556,000 | 0.0% | 4,767 | -3.4% | 0.02% | -4.3% |
| Q1 2019 | $556,000 | -29.9% | 4,936 | -27.9% | 0.02% | -20.7% |
| Q3 2018 | $793,000 | -8.1% | 6,843 | -12.6% | 0.03% | -6.5% |
| Q2 2018 | $863,000 | -8.2% | 7,834 | -8.9% | 0.03% | +10.7% |
| Q1 2018 | $940,000 | -57.7% | 8,596 | -55.8% | 0.03% | -53.3% |
| Q4 2017 | $2,223,000 | -7.7% | 19,462 | -12.8% | 0.06% | -9.1% |
| Q3 2017 | $2,409,000 | +14.8% | 22,327 | +11.7% | 0.07% | +6.5% |
| Q2 2017 | $2,098,000 | -90.9% | 19,993 | -91.0% | 0.06% | -91.2% |
| Q1 2017 | $23,138,000 | -14.3% | 222,392 | -16.5% | 0.71% | -8.8% |
| Q4 2016 | $26,992,000 | +1370.2% | 266,249 | +1277.0% | 0.78% | +921.1% |
| Q3 2016 | $1,836,000 | +70.9% | 19,335 | +67.3% | 0.08% | +55.1% |
| Q2 2016 | $1,074,000 | +17.5% | 11,556 | +13.8% | 0.05% | +16.7% |
| Q1 2016 | $914,000 | +47.2% | 10,158 | +44.9% | 0.04% | +50.0% |
| Q4 2015 | $621,000 | +61.7% | 7,011 | +71.3% | 0.03% | +21.7% |
| Q4 2014 | $384,000 | -98.6% | 4,094 | -98.9% | 0.02% | -99.4% |
| Q2 2013 | $27,641,000 | – | 364,799 | – | 3.64% | – |
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% |