ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,686,000 | +65.9% | 14,954 | +48.9% | 0.08% | +47.3% |
| Q4 2018 | $1,016,000 | -25.5% | 10,043 | -14.7% | 0.06% | +12.2% |
| Q3 2018 | $1,364,000 | +10.9% | 11,774 | +5.5% | 0.05% | +16.7% |
| Q2 2018 | $1,230,000 | -3.9% | 11,164 | -4.6% | 0.04% | -6.7% |
| Q1 2018 | $1,280,000 | -5.5% | 11,707 | -1.2% | 0.04% | -2.2% |
| Q4 2017 | $1,354,000 | +16.9% | 11,855 | +10.5% | 0.05% | +12.2% |
| Q3 2017 | $1,158,000 | – | 10,728 | – | 0.04% | – |
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% |