ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 515 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $241,000 | -17.5% | 1,876 | 0.0% | 0.02% | +9.5% |
| Q1 2022 | $292,000 | +24.3% | 1,876 | -24.0% | 0.02% | -59.6% |
| Q3 2016 | $235,000 | -12.0% | 2,470 | -14.2% | 0.05% | -13.3% |
| Q2 2016 | $267,000 | +3.1% | 2,879 | 0.0% | 0.06% | +5.3% |
| Q1 2016 | $259,000 | -19.3% | 2,879 | -20.6% | 0.06% | -10.9% |
| Q4 2015 | $321,000 | +5.2% | 3,626 | 0.0% | 0.06% | -4.5% |
| Q3 2015 | $305,000 | -8.7% | 3,626 | 0.0% | 0.07% | -16.2% |
| Q2 2015 | $334,000 | 0.0% | 3,626 | +0.4% | 0.08% | -14.9% |
| Q1 2015 | $334,000 | +9.2% | 3,613 | +10.8% | 0.09% | +8.0% |
| Q4 2014 | $306,000 | +53.0% | 3,261 | +46.8% | 0.09% | +19.2% |
| Q3 2014 | $200,000 | – | 2,222 | – | 0.07% | – |
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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% |