ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 446 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $286,000 | +12.6% | 2,644 | 0.0% | 0.06% | +3.3% |
| Q1 2020 | $254,000 | -26.2% | 2,644 | 0.0% | 0.06% | -10.4% |
| Q4 2019 | $344,000 | +9.2% | 2,644 | 0.0% | 0.07% | +3.1% |
| Q3 2019 | $315,000 | +2.3% | 2,644 | 0.0% | 0.06% | -1.5% |
| Q2 2019 | $308,000 | +3.4% | 2,644 | 0.0% | 0.07% | -4.3% |
| Q1 2019 | $298,000 | -29.4% | 2,644 | -36.6% | 0.07% | -36.1% |
| Q4 2018 | $422,000 | -4.5% | 4,170 | +9.2% | 0.11% | +16.1% |
| Q3 2018 | $442,000 | +370.2% | 3,820 | +346.8% | 0.09% | +342.9% |
| Q2 2018 | $94,000 | 0.0% | 855 | 0.0% | 0.02% | -4.5% |
| Q1 2018 | $94,000 | -17.5% | 855 | -14.1% | 0.02% | -15.4% |
| Q4 2017 | $114,000 | -40.3% | 995 | -43.8% | 0.03% | -42.2% |
| Q3 2017 | $191,000 | 0.0% | 1,770 | -2.7% | 0.04% | -2.2% |
| Q2 2017 | $191,000 | -0.5% | 1,820 | -1.6% | 0.05% | -2.1% |
| Q1 2017 | $192,000 | +2.1% | 1,850 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $188,000 | -7.8% | 1,850 | -14.0% | 0.05% | -9.6% |
| Q3 2016 | $204,000 | +2.0% | 2,150 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $200,000 | +8.7% | 2,150 | +4.9% | 0.05% | +6.1% |
| Q1 2016 | $184,000 | +1.7% | 2,050 | 0.0% | 0.05% | +2.1% |
| Q4 2015 | $181,000 | – | 2,050 | – | 0.05% | – |
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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% |