ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 527 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $2,159,000 | +7.0% | 18,640 | +1.7% | 0.45% | -7.6% |
| Q2 2018 | $2,018,000 | +4.7% | 18,323 | +4.0% | 0.49% | +0.2% |
| Q1 2018 | $1,927,000 | -5.2% | 17,623 | -0.9% | 0.49% | +4.5% |
| Q4 2017 | $2,032,000 | +10.9% | 17,790 | +4.7% | 0.47% | -0.6% |
| Q3 2017 | $1,833,000 | +3.6% | 16,986 | +0.8% | 0.47% | -7.8% |
| Q2 2017 | $1,769,000 | +8.7% | 16,855 | +7.8% | 0.51% | -4.5% |
| Q1 2017 | $1,627,000 | +11.7% | 15,641 | +8.9% | 0.54% | -9.5% |
| Q4 2016 | $1,456,000 | +9.0% | 14,366 | +2.1% | 0.59% | -0.7% |
| Q3 2016 | $1,336,000 | -14.5% | 14,068 | -16.3% | 0.60% | -9.6% |
| Q2 2016 | $1,562,000 | +2.0% | 16,808 | -1.3% | 0.66% | -2.8% |
| Q1 2016 | $1,531,000 | +3.4% | 17,024 | +1.8% | 0.68% | -8.9% |
| Q4 2015 | $1,480,000 | +17.6% | 16,718 | +11.6% | 0.74% | +4.5% |
| Q3 2015 | $1,259,000 | -8.2% | 14,983 | +0.8% | 0.71% | -6.0% |
| Q2 2015 | $1,371,000 | -50.2% | 14,867 | -50.0% | 0.76% | -3.3% |
| Q1 2015 | $2,752,000 | +106.3% | 29,734 | +109.1% | 0.78% | +3.7% |
| Q4 2014 | $1,334,000 | +11.1% | 14,222 | +6.7% | 0.75% | +3.4% |
| Q3 2014 | $1,201,000 | -0.2% | 13,333 | 0.0% | 0.73% | -1.1% |
| Q2 2014 | $1,204,000 | +3.0% | 13,333 | -0.9% | 0.74% | -4.5% |
| Q1 2014 | $1,169,000 | +1.4% | 13,453 | -0.2% | 0.77% | -1.9% |
| Q4 2013 | $1,153,000 | – | 13,486 | – | 0.79% | – |
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% |