ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $916,000 | +3.9% | 8,149 | 0.0% | 0.39% | -2.0% |
| Q2 2020 | $882,000 | +10.2% | 8,149 | -1.9% | 0.40% | -7.2% |
| Q1 2020 | $800,000 | -25.4% | 8,310 | +0.7% | 0.43% | -9.2% |
| Q4 2019 | $1,073,000 | +7.7% | 8,249 | -1.4% | 0.48% | +1.7% |
| Q3 2019 | $996,000 | -11.8% | 8,363 | -13.6% | 0.47% | -13.8% |
| Q2 2019 | $1,129,000 | +2.9% | 9,684 | -0.5% | 0.54% | -7.0% |
| Q1 2019 | $1,097,000 | +11.5% | 9,728 | 0.0% | 0.58% | -4.7% |
| Q4 2018 | $984,000 | -13.5% | 9,728 | -0.9% | 0.61% | -0.2% |
| Q3 2018 | $1,137,000 | +5.2% | 9,815 | -0.0% | 0.62% | +1.8% |
| Q2 2018 | $1,081,000 | +4.1% | 9,818 | +3.4% | 0.60% | -0.2% |
| Q1 2018 | $1,038,000 | +0.5% | 9,496 | -0.8% | 0.60% | -8.1% |
| Q4 2017 | $1,033,000 | 0.0% | 9,573 | 0.0% | 0.66% | 0.0% |
| Q3 2017 | $1,033,000 | -14.0% | 9,573 | -16.3% | 0.66% | -20.0% |
| Q2 2017 | $1,201,000 | -69.6% | 11,439 | -69.9% | 0.82% | -70.0% |
| Q1 2017 | $3,952,000 | +286.7% | 37,988 | +276.8% | 2.74% | +281.5% |
| Q4 2016 | $1,022,000 | +8.5% | 10,082 | +1.7% | 0.72% | +11.1% |
| Q3 2016 | $942,000 | +5.8% | 9,918 | +3.5% | 0.65% | +5.9% |
| Q2 2016 | $890,000 | +4.3% | 9,579 | +1.0% | 0.61% | +0.8% |
| Q1 2016 | $853,000 | +4.8% | 9,482 | +3.1% | 0.61% | +4.8% |
| Q4 2015 | $814,000 | +6.4% | 9,196 | +1.1% | 0.58% | +4.0% |
| Q3 2015 | $765,000 | -20.9% | 9,099 | -13.2% | 0.56% | -14.3% |
| Q2 2015 | $967,000 | -0.5% | 10,486 | -0.2% | 0.65% | +0.5% |
| Q1 2015 | $972,000 | -4.9% | 10,506 | -3.7% | 0.65% | -4.7% |
| Q4 2014 | $1,022,000 | -6.5% | 10,904 | -10.1% | 0.68% | -26.7% |
| Q3 2014 | $1,093,000 | -0.2% | 12,134 | 0.0% | 0.92% | +18.6% |
| Q2 2014 | $1,095,000 | +3.9% | 12,134 | 0.0% | 0.78% | -6.8% |
| Q1 2014 | $1,054,000 | +0.2% | 12,134 | -1.4% | 0.84% | +16.7% |
| Q4 2013 | $1,052,000 | +9.6% | 12,310 | +0.4% | 0.72% | -8.2% |
| Q3 2013 | $960,000 | +32.0% | 12,255 | +27.8% | 0.78% | -3.2% |
| Q2 2013 | $727,000 | – | 9,589 | – | 0.81% | – |
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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% |