ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 321 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $434,000 | -6.5% | 3,378 | 0.0% | 0.08% | +17.4% |
| Q2 2022 | $464,000 | -11.8% | 3,378 | 0.0% | 0.07% | +4.5% |
| Q1 2022 | $526,000 | -0.6% | 3,378 | 0.0% | 0.07% | +10.0% |
| Q4 2021 | $529,000 | +6.0% | 3,378 | 0.0% | 0.06% | -9.1% |
| Q3 2021 | $499,000 | 0.0% | 3,378 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $499,000 | +4.6% | 3,378 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $477,000 | +10.4% | 3,378 | 0.0% | 0.07% | +11.9% |
| Q4 2020 | $432,000 | +13.7% | 3,378 | 0.0% | 0.06% | +1.7% |
| Q3 2020 | $380,000 | +3.8% | 3,378 | 0.0% | 0.06% | -3.3% |
| Q2 2020 | $366,000 | +12.6% | 3,378 | 0.0% | 0.06% | -6.2% |
| Q1 2020 | $325,000 | -26.0% | 3,378 | 0.0% | 0.06% | -4.5% |
| Q4 2019 | $439,000 | +9.2% | 3,378 | 0.0% | 0.07% | +1.5% |
| Q3 2019 | $402,000 | +2.0% | 3,378 | 0.0% | 0.07% | -2.9% |
| Q2 2019 | $394,000 | +38.7% | 3,378 | +34.2% | 0.07% | +28.3% |
| Q1 2019 | $284,000 | +11.4% | 2,517 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $255,000 | -12.7% | 2,517 | 0.0% | 0.05% | +3.9% |
| Q3 2018 | $292,000 | +5.4% | 2,517 | 0.0% | 0.05% | -3.8% |
| Q2 2018 | $277,000 | +0.7% | 2,517 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $275,000 | -4.5% | 2,517 | 0.0% | 0.05% | -3.6% |
| Q4 2017 | $288,000 | +5.9% | 2,517 | 0.0% | 0.06% | -5.2% |
| Q3 2017 | $272,000 | +3.0% | 2,517 | 0.0% | 0.06% | -7.9% |
| Q2 2017 | $264,000 | +0.8% | 2,517 | 0.0% | 0.06% | -6.0% |
| Q1 2017 | $262,000 | +2.7% | 2,517 | 0.0% | 0.07% | 0.0% |
| Q4 2016 | $255,000 | +6.7% | 2,517 | 0.0% | 0.07% | -11.8% |
| Q3 2016 | $239,000 | +2.1% | 2,517 | 0.0% | 0.08% | -3.8% |
| Q2 2016 | $234,000 | +3.5% | 2,517 | 0.0% | 0.08% | +2.6% |
| Q1 2016 | $226,000 | +1.3% | 2,517 | 0.0% | 0.08% | +14.9% |
| Q4 2015 | $223,000 | +5.2% | 2,517 | 0.0% | 0.07% | 0.0% |
| Q3 2015 | $212,000 | -8.6% | 2,517 | 0.0% | 0.07% | +1.5% |
| Q2 2015 | $232,000 | -0.4% | 2,517 | 0.0% | 0.07% | -5.7% |
| Q1 2015 | $233,000 | -1.3% | 2,517 | 0.0% | 0.07% | +2.9% |
| Q4 2014 | $236,000 | +4.0% | 2,517 | 0.0% | 0.07% | -4.2% |
| Q3 2014 | $227,000 | 0.0% | 2,517 | 0.0% | 0.07% | +4.4% |
| Q2 2014 | $227,000 | +3.7% | 2,517 | 0.0% | 0.07% | 0.0% |
| Q1 2014 | $219,000 | +1.9% | 2,517 | 0.0% | 0.07% | +7.9% |
| Q4 2013 | $215,000 | – | 2,517 | – | 0.06% | – |
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% |