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 2023 | $595,821 | -4.6% | 3,873 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $624,288 | +6.2% | 3,873 | 0.0% | 0.02% | -4.5% |
Q1 2023 | $587,766 | -8.4% | 3,873 | -12.4% | 0.02% | -12.0% |
Q4 2022 | $641,643 | +13.0% | 4,423 | 0.0% | 0.02% | +4.2% |
Q3 2022 | $568,000 | -6.6% | 4,423 | 0.0% | 0.02% | -4.0% |
Q2 2022 | $608,000 | -11.8% | 4,423 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $689,000 | -0.6% | 4,423 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $693,000 | +7.8% | 4,423 | 0.0% | 0.02% | -3.8% |
Q3 2021 | $643,000 | +69.7% | 4,423 | +72.4% | 0.03% | +62.5% |
Q2 2021 | $379,000 | +4.7% | 2,566 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $362,000 | +10.4% | 2,566 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $328,000 | +13.5% | 2,566 | 0.0% | 0.02% | -5.9% |
Q3 2020 | $289,000 | +4.0% | 2,566 | 0.0% | 0.02% | -5.6% |
Q2 2020 | $278,000 | +12.6% | 2,566 | 0.0% | 0.02% | -5.3% |
Q1 2020 | $247,000 | -7.5% | 2,566 | +25.2% | 0.02% | +11.8% |
Q4 2019 | $267,000 | +9.4% | 2,050 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $244,000 | +2.1% | 2,050 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $239,000 | +3.5% | 2,050 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $231,000 | +11.6% | 2,050 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $207,000 | -12.7% | 2,050 | 0.0% | 0.02% | 0.0% |
Q3 2018 | $237,000 | +4.9% | 2,050 | 0.0% | 0.02% | -5.6% |
Q2 2018 | $226,000 | +0.9% | 2,050 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $224,000 | -4.3% | 2,050 | 0.0% | 0.02% | -10.0% |
Q4 2017 | $234,000 | +5.9% | 2,050 | 0.0% | 0.02% | -4.8% |
Q3 2017 | $221,000 | +2.8% | 2,050 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $215,000 | +0.9% | 2,050 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $213,000 | +2.4% | 2,050 | 0.0% | 0.02% | -4.5% |
Q4 2016 | $208,000 | +6.7% | 2,050 | 0.0% | 0.02% | 0.0% |
Q3 2016 | $195,000 | +2.6% | 2,050 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $190,000 | +3.3% | 2,050 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $184,000 | +1.7% | 2,050 | 0.0% | 0.02% | +4.8% |
Q4 2015 | $181,000 | +5.2% | 2,050 | 0.0% | 0.02% | 0.0% |
Q3 2015 | $172,000 | -9.0% | 2,050 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $189,000 | -8.3% | 2,050 | -8.1% | 0.02% | -8.7% |
Q1 2015 | $206,000 | -1.4% | 2,230 | 0.0% | 0.02% | 0.0% |
Q4 2014 | $209,000 | +4.0% | 2,230 | 0.0% | 0.02% | 0.0% |
Q3 2014 | $201,000 | +8.6% | 2,230 | +8.8% | 0.02% | +9.5% |
Q2 2014 | $185,000 | +3.9% | 2,050 | 0.0% | 0.02% | 0.0% |
Q1 2014 | $178,000 | +1.7% | 2,050 | 0.0% | 0.02% | 0.0% |
Q4 2013 | $175,000 | +8.7% | 2,050 | 0.0% | 0.02% | -4.5% |
Q3 2013 | $161,000 | +3.9% | 2,050 | 0.0% | 0.02% | 0.0% |
Q2 2013 | $155,000 | – | 2,050 | – | 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% |