ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,023,000 | +9.2% | 7,863 | 0.0% | 0.25% | +1.2% |
| Q3 2019 | $937,000 | -47.7% | 7,863 | -48.0% | 0.25% | -47.3% |
| Q2 2019 | $1,791,000 | -4.5% | 15,126 | -9.1% | 0.48% | -15.2% |
| Q1 2019 | $1,875,000 | +2.7% | 16,635 | -7.8% | 0.56% | -7.7% |
| Q4 2018 | $1,826,000 | -15.6% | 18,050 | -3.3% | 0.61% | +1.5% |
| Q3 2018 | $2,163,000 | -2.1% | 18,673 | -6.9% | 0.60% | -11.7% |
| Q2 2018 | $2,209,000 | -10.9% | 20,062 | -11.5% | 0.68% | -11.9% |
| Q1 2018 | $2,478,000 | – | 22,663 | – | 0.77% | – |
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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% |