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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,666,000 | -0.2% | 13,983 | -2.3% | 0.62% | -3.9% |
| Q2 2019 | $1,669,000 | +1.7% | 14,314 | -1.6% | 0.64% | +0.8% |
| Q1 2019 | $1,641,000 | +5.1% | 14,554 | -5.8% | 0.64% | -12.3% |
| Q4 2018 | $1,562,000 | -79.4% | 15,447 | -67.9% | 0.73% | -77.0% |
| Q3 2018 | $7,575,000 | +4.8% | 48,055 | -2.7% | 3.16% | +0.6% |
| Q2 2018 | $7,225,000 | +3.9% | 49,365 | -2.8% | 3.14% | +99.9% |
| Q1 2018 | $6,954,000 | -5.7% | 50,805 | -0.5% | 1.57% | -52.3% |
| Q4 2017 | $7,374,000 | +303.0% | 51,066 | +203.4% | 3.30% | +154.1% |
| Q3 2017 | $1,830,000 | +1.7% | 16,834 | -1.9% | 1.30% | +40.0% |
| Q2 2017 | $1,799,000 | -20.0% | 17,160 | -21.1% | 0.93% | -21.4% |
| Q1 2017 | $2,248,000 | -24.8% | 21,736 | -25.6% | 1.18% | -30.4% |
| Q4 2016 | $2,991,000 | -34.2% | 29,228 | -39.5% | 1.70% | -39.4% |
| Q3 2016 | $4,545,000 | – | 48,275 | – | 2.80% | – |
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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% |