ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 301 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.98 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $432,000 | +3.3% | 4,652 | 0.0% | 0.19% | +0.5% |
| Q1 2016 | $418,000 | +1.5% | 4,652 | 0.0% | 0.19% | 0.0% |
| Q4 2015 | $412,000 | -2.1% | 4,652 | -7.1% | 0.19% | -14.8% |
| Q3 2015 | $421,000 | -8.9% | 5,007 | 0.0% | 0.22% | -22.8% |
| Q2 2015 | $462,000 | -0.2% | 5,007 | 0.0% | 0.29% | -9.7% |
| Q1 2015 | $463,000 | -1.5% | 5,007 | 0.0% | 0.32% | +24.5% |
| Q4 2014 | $470,000 | +4.2% | 5,007 | 0.0% | 0.26% | -1.5% |
| Q3 2014 | $451,000 | -0.2% | 5,007 | 0.0% | 0.26% | -0.4% |
| Q2 2014 | $452,000 | +3.9% | 5,007 | 0.0% | 0.26% | +1.6% |
| Q1 2014 | $435,000 | +1.6% | 5,007 | 0.0% | 0.26% | -5.8% |
| Q4 2013 | $428,000 | +8.4% | 5,007 | -0.8% | 0.27% | +1.9% |
| Q3 2013 | $395,000 | +2.1% | 5,047 | -1.3% | 0.27% | -0.4% |
| Q2 2013 | $387,000 | – | 5,112 | – | 0.27% | – |
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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% |