ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 316 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 3.29 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $612,000 | -63.1% | 6,634 | -62.9% | 0.07% | -80.2% |
| Q1 2015 | $1,657,000 | +2.4% | 17,902 | +3.7% | 0.34% | +5.0% |
| Q4 2014 | $1,618,000 | -11.5% | 17,256 | -15.0% | 0.32% | -18.1% |
| Q3 2014 | $1,829,000 | -0.3% | 20,311 | 0.0% | 0.39% | +6.8% |
| Q2 2014 | $1,834,000 | +3.9% | 20,311 | 0.0% | 0.37% | +7.6% |
| Q1 2014 | $1,765,000 | -44.7% | 20,311 | -45.6% | 0.34% | -43.8% |
| Q4 2013 | $3,191,000 | -16.1% | 37,340 | -23.2% | 0.61% | -19.7% |
| Q3 2013 | $3,805,000 | +24.6% | 48,589 | +20.5% | 0.76% | +14.2% |
| Q2 2013 | $3,054,000 | – | 40,312 | – | 0.66% | – |
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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% |