ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 5 filers reported holding ISHARES TR in Q4 2011. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,523,493 | +103.7% | 17,395 | +92.9% | 0.21% | +134.8% |
| Q2 2022 | $1,239,000 | -16.4% | 9,016 | -5.3% | 0.09% | +1.1% |
| Q1 2022 | $1,482,000 | +23.3% | 9,518 | +15.1% | 0.09% | -6.4% |
| Q3 2021 | $1,202,000 | +66.3% | 8,267 | +46.4% | 0.09% | -51.5% |
| Q4 2020 | $723,000 | -74.8% | 5,645 | -86.9% | 0.19% | -15.7% |
| Q4 2012 | $2,871,000 | +0.9% | 43,250 | 0.0% | 0.23% | +4.1% |
| Q3 2012 | $2,845,000 | +5.6% | 43,250 | 0.0% | 0.22% | +1.4% |
| Q2 2012 | $2,694,000 | -14.9% | 43,250 | -11.3% | 0.22% | -11.7% |
| Q1 2012 | $3,165,000 | -29.6% | 48,750 | -37.3% | 0.25% | -37.3% |
| Q4 2011 | $4,496,000 | +60.7% | 77,750 | +43.3% | 0.39% | +194.0% |
| Q3 2011 | $2,798,000 | +32.7% | 54,250 | +59.6% | 0.13% | +36.7% |
| Q2 2011 | $2,108,000 | -24.3% | 34,000 | -22.7% | 0.10% | -56.4% |
| Q1 2011 | $2,786,000 | – | 44,000 | – | 0.22% | – |
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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% |