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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,984 | -20.0% | 2,600 | -16.1% | 0.01% | -12.5% |
| Q2 2023 | $499,689 | +26.6% | 3,100 | +19.2% | 0.01% | +14.3% |
| Q1 2023 | $394,576 | +4.6% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $377,182 | +12.9% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $334,000 | -6.4% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $357,000 | -11.9% | 2,600 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $405,000 | -0.5% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $407,000 | +7.7% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $378,000 | -1.6% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $384,000 | -3.3% | 2,600 | -7.5% | 0.01% | -14.3% |
| Q1 2021 | $397,000 | +10.3% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $360,000 | +13.9% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $316,000 | +3.9% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $304,000 | +12.6% | 2,810 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $270,000 | -26.2% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $366,000 | +9.3% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $335,000 | +2.1% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $328,000 | +3.5% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $317,000 | +11.6% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $284,000 | -12.9% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $326,000 | +5.5% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $309,000 | +0.7% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $307,000 | -45.2% | 2,810 | -42.7% | 0.01% | -46.7% |
| Q4 2017 | $560,000 | – | 4,900 | – | 0.02% | – |
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% |