ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $6,115,000 | 0.0% | 41,425 | 0.0% | 1.42% | +4.3% |
| Q2 2021 | $6,115,000 | +7.2% | 41,425 | +2.6% | 1.36% | +1.3% |
| Q1 2021 | $5,704,000 | +16.4% | 40,381 | +5.5% | 1.34% | +10.1% |
| Q4 2020 | $4,900,000 | +16.9% | 38,279 | +2.7% | 1.22% | +3.5% |
| Q3 2020 | $4,190,000 | +5.3% | 37,258 | +1.3% | 1.18% | -1.3% |
| Q2 2020 | $3,980,000 | +18.3% | 36,783 | +5.2% | 1.19% | -2.6% |
| Q1 2020 | $3,365,000 | -30.3% | 34,960 | -5.9% | 1.22% | -12.9% |
| Q4 2019 | $4,831,000 | +9.1% | 37,135 | -0.1% | 1.41% | +1.3% |
| Q3 2019 | $4,428,000 | +3.8% | 37,170 | +1.6% | 1.39% | +3.7% |
| Q2 2019 | $4,265,000 | +2.4% | 36,590 | -0.9% | 1.34% | +0.2% |
| Q1 2019 | $4,165,000 | +14.4% | 36,940 | +2.6% | 1.34% | -1.1% |
| Q4 2018 | $3,641,000 | -11.0% | 35,995 | +1.9% | 1.35% | +5.4% |
| Q3 2018 | $4,093,000 | +5.1% | 35,330 | -0.1% | 1.28% | -0.6% |
| Q2 2018 | $3,893,000 | -0.5% | 35,355 | -1.2% | 1.29% | -0.9% |
| Q1 2018 | $3,914,000 | -4.0% | 35,800 | +0.3% | 1.30% | -0.9% |
| Q4 2017 | $4,078,000 | +12.0% | 35,700 | +5.8% | 1.31% | +9.4% |
| Q3 2017 | $3,642,000 | -1.6% | 33,745 | -4.3% | 1.20% | -3.1% |
| Q2 2017 | $3,700,000 | +5.8% | 35,255 | +4.9% | 1.24% | +5.3% |
| Q1 2017 | $3,497,000 | +14.6% | 33,610 | +11.7% | 1.18% | +7.7% |
| Q4 2016 | $3,052,000 | +15.3% | 30,100 | +8.0% | 1.09% | +13.6% |
| Q3 2016 | $2,646,000 | +6.6% | 27,865 | +4.3% | 0.96% | +5.4% |
| Q2 2016 | $2,483,000 | +13.0% | 26,725 | +9.3% | 0.91% | +10.5% |
| Q1 2016 | $2,198,000 | +6.7% | 24,450 | +5.0% | 0.83% | +2.2% |
| Q4 2015 | $2,060,000 | +15.1% | 23,275 | +9.3% | 0.81% | +16.1% |
| Q3 2015 | $1,789,000 | -5.3% | 21,295 | +4.0% | 0.70% | +2.8% |
| Q2 2015 | $1,889,000 | -0.8% | 20,485 | -0.5% | 0.68% | +0.3% |
| Q1 2015 | $1,904,000 | +2.1% | 20,580 | +3.5% | 0.68% | -0.6% |
| Q4 2014 | $1,864,000 | +1.4% | 19,880 | -2.6% | 0.68% | -9.1% |
| Q3 2014 | $1,839,000 | -0.5% | 20,415 | -0.3% | 0.75% | +3.7% |
| Q2 2014 | $1,849,000 | +2.9% | 20,480 | -1.0% | 0.72% | -1.0% |
| Q1 2014 | $1,797,000 | +1.6% | 20,680 | 0.0% | 0.73% | -0.5% |
| Q4 2013 | $1,768,000 | +7.8% | 20,680 | -1.2% | 0.73% | -0.8% |
| Q3 2013 | $1,640,000 | -2.8% | 20,940 | -6.1% | 0.74% | -9.4% |
| Q2 2013 | $1,688,000 | – | 22,290 | – | 0.82% | – |
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% |