ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $459,673 | -4.6% | 2,988 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $481,634 | +6.2% | 2,988 | 0.0% | 0.05% | +2.0% |
| Q1 2023 | $453,458 | +4.6% | 2,988 | 0.0% | 0.05% | +2.0% |
| Q4 2022 | $433,468 | +20.4% | 2,988 | +6.7% | 0.05% | +6.5% |
| Q3 2022 | $360,000 | -6.5% | 2,800 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $385,000 | -11.7% | 2,800 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $436,000 | -0.7% | 2,800 | 0.0% | 0.05% | +4.5% |
| Q4 2021 | $439,000 | +7.9% | 2,800 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $407,000 | -30.8% | 2,800 | -30.0% | 0.04% | -29.7% |
| Q2 2021 | $588,000 | +3.3% | 4,000 | -0.6% | 0.06% | -3.0% |
| Q1 2021 | $569,000 | +8.8% | 4,025 | -1.5% | 0.07% | +4.8% |
| Q4 2020 | $523,000 | +13.9% | 4,085 | 0.0% | 0.06% | +1.6% |
| Q3 2020 | $459,000 | -21.1% | 4,085 | -24.1% | 0.06% | -25.3% |
| Q2 2020 | $582,000 | +2.8% | 5,385 | -8.3% | 0.08% | -10.8% |
| Q1 2020 | $566,000 | +46.3% | 5,872 | +97.4% | 0.09% | +97.9% |
| Q4 2019 | $387,000 | +9.3% | 2,975 | 0.0% | 0.05% | +2.2% |
| Q3 2019 | $354,000 | +0.3% | 2,975 | -1.7% | 0.05% | 0.0% |
| Q2 2019 | $353,000 | -24.9% | 3,025 | -27.5% | 0.05% | -25.8% |
| Q1 2019 | $470,000 | +45.1% | 4,175 | +30.5% | 0.06% | +31.9% |
| Q4 2018 | $324,000 | -12.4% | 3,200 | 0.0% | 0.05% | -4.1% |
| Q3 2018 | $370,000 | 0.0% | 3,200 | -4.5% | 0.05% | -5.8% |
| Q2 2018 | $370,000 | +1.1% | 3,352 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $366,000 | -4.4% | 3,352 | 0.0% | 0.05% | -3.7% |
| Q4 2017 | $383,000 | +5.8% | 3,352 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $362,000 | +2.8% | 3,352 | 0.0% | 0.05% | +1.9% |
| Q2 2017 | $352,000 | +0.9% | 3,352 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $349,000 | +1.2% | 3,352 | -1.5% | 0.05% | -5.4% |
| Q4 2016 | $345,000 | -0.3% | 3,402 | -6.8% | 0.06% | -5.1% |
| Q3 2016 | $346,000 | +2.1% | 3,652 | 0.0% | 0.06% | 0.0% |
| Q2 2016 | $339,000 | +10.8% | 3,652 | +7.3% | 0.06% | +7.3% |
| Q1 2016 | $306,000 | +8.1% | 3,402 | +6.2% | 0.06% | +10.0% |
| Q4 2015 | $283,000 | +5.2% | 3,202 | 0.0% | 0.05% | +2.0% |
| Q3 2015 | $269,000 | -8.8% | 3,202 | 0.0% | 0.05% | +2.1% |
| Q2 2015 | $295,000 | -0.3% | 3,202 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $296,000 | -4.2% | 3,202 | -3.0% | 0.05% | -5.9% |
| Q4 2014 | $309,000 | +1.0% | 3,302 | -2.9% | 0.05% | -1.9% |
| Q3 2014 | $306,000 | -0.3% | 3,402 | 0.0% | 0.05% | +4.0% |
| Q2 2014 | $307,000 | +3.7% | 3,402 | 0.0% | 0.05% | 0.0% |
| Q1 2014 | $296,000 | +1.7% | 3,402 | 0.0% | 0.05% | 0.0% |
| Q4 2013 | $291,000 | -28.1% | 3,402 | -34.1% | 0.05% | -36.7% |
| Q3 2013 | $405,000 | +0.5% | 5,162 | -2.8% | 0.08% | -3.7% |
| Q2 2013 | $403,000 | – | 5,312 | – | 0.08% | – |
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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% |