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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $208,000 | -38.5% | 1,597 | -43.7% | 0.09% | -47.8% |
| Q3 2019 | $338,000 | +2.1% | 2,838 | 0.0% | 0.18% | -2.7% |
| Q2 2019 | $331,000 | -12.2% | 2,838 | -15.1% | 0.18% | -14.5% |
| Q1 2019 | $377,000 | +2.7% | 3,341 | -7.9% | 0.21% | -4.5% |
| Q4 2018 | $367,000 | +0.8% | 3,627 | +16.1% | 0.22% | -7.8% |
| Q3 2018 | $364,000 | -0.5% | 3,124 | -5.5% | 0.24% | -6.2% |
| Q2 2018 | $366,000 | -1.6% | 3,306 | -2.9% | 0.26% | -2.3% |
| Q1 2018 | $372,000 | -17.0% | 3,406 | -13.2% | 0.26% | -15.9% |
| Q4 2017 | $448,000 | +5.9% | 3,924 | 0.0% | 0.32% | +5.0% |
| Q3 2017 | $423,000 | +2.7% | 3,924 | 0.0% | 0.30% | +2.4% |
| Q2 2017 | $412,000 | -0.2% | 3,924 | -1.3% | 0.29% | -2.0% |
| Q1 2017 | $413,000 | +2.5% | 3,974 | 0.0% | 0.30% | -1.6% |
| Q4 2016 | $403,000 | -0.2% | 3,974 | -6.5% | 0.30% | +2.0% |
| Q3 2016 | $404,000 | +2.3% | 4,249 | 0.0% | 0.30% | +6.8% |
| Q2 2016 | $395,000 | +3.4% | 4,249 | 0.0% | 0.28% | +4.5% |
| Q1 2016 | $382,000 | -6.4% | 4,249 | -12.5% | 0.27% | -11.9% |
| Q4 2015 | $408,000 | 0.0% | 4,854 | 0.0% | 0.30% | +0.3% |
| Q3 2015 | $408,000 | -23.7% | 4,854 | -16.3% | 0.30% | -17.5% |
| Q2 2015 | $535,000 | -2.9% | 5,798 | -2.5% | 0.37% | -3.7% |
| Q1 2015 | $551,000 | -4.8% | 5,948 | -3.6% | 0.38% | -9.1% |
| Q4 2014 | $579,000 | +4.1% | 6,171 | 0.0% | 0.42% | +2.7% |
| Q3 2014 | $556,000 | -3.5% | 6,171 | -3.2% | 0.41% | -1.0% |
| Q2 2014 | $576,000 | +3.6% | 6,376 | -0.3% | 0.41% | -3.7% |
| Q1 2014 | $556,000 | -16.6% | 6,396 | -18.1% | 0.43% | -21.7% |
| Q4 2013 | $667,000 | – | 7,805 | – | 0.54% | – |
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% |