ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 545 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $3,926,000 | -3.5% | 36,383 | -6.1% | 2.98% | -5.7% |
| Q2 2017 | $4,068,000 | -1.0% | 38,761 | -1.9% | 3.17% | +0.9% |
| Q1 2017 | $4,109,000 | -0.3% | 39,497 | -2.8% | 3.14% | -9.7% |
| Q4 2016 | $4,120,000 | +3.4% | 40,635 | -3.2% | 3.48% | -4.5% |
| Q3 2016 | $3,986,000 | +1.8% | 41,975 | -0.4% | 3.64% | -5.9% |
| Q2 2016 | $3,917,000 | +6.1% | 42,160 | +2.5% | 3.87% | -8.5% |
| Q1 2016 | $3,692,000 | – | 41,125 | – | 4.23% | – |
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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% |