ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 447 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $744,955 | -59.5% | 4,842 | -57.6% | 0.01% | -61.5% |
| Q2 2023 | $1,840,511 | +3.3% | 11,418 | -3.0% | 0.01% | 0.0% |
| Q1 2023 | $1,780,969 | +5.8% | 11,767 | +1.4% | 0.01% | 0.0% |
| Q4 2022 | $1,682,800 | +6.4% | 11,600 | -5.7% | 0.01% | 0.0% |
| Q3 2022 | $1,581,000 | -5.7% | 12,302 | +0.8% | 0.01% | +8.3% |
| Q2 2022 | $1,677,000 | -79.7% | 12,202 | -77.0% | 0.01% | -76.9% |
| Q1 2022 | $8,249,000 | +446.7% | 52,973 | +449.8% | 0.05% | +420.0% |
| Q4 2021 | $1,509,000 | +484.9% | 9,635 | +443.1% | 0.01% | +400.0% |
| Q3 2021 | $258,000 | -81.2% | 1,774 | -80.9% | 0.00% | -80.0% |
| Q2 2021 | $1,373,000 | +7.5% | 9,297 | +2.9% | 0.01% | 0.0% |
| Q1 2021 | $1,277,000 | +11.3% | 9,039 | +0.9% | 0.01% | -9.1% |
| Q4 2020 | $1,147,000 | +24.1% | 8,960 | +9.0% | 0.01% | +10.0% |
| Q3 2020 | $924,000 | +151.8% | 8,217 | +159.6% | 0.01% | +100.0% |
| Q3 2018 | $367,000 | +7.6% | 3,165 | +1.3% | 0.01% | 0.0% |
| Q2 2018 | $341,000 | -0.3% | 3,124 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $342,000 | -53.2% | 3,124 | -51.2% | 0.01% | -50.0% |
| Q4 2017 | $731,000 | +18.9% | 6,400 | +12.3% | 0.01% | +11.1% |
| Q3 2017 | $615,000 | +4.8% | 5,700 | +1.0% | 0.01% | -10.0% |
| Q1 2017 | $587,000 | -29.5% | 5,644 | -31.3% | 0.01% | -23.1% |
| Q4 2016 | $833,000 | -5.7% | 8,213 | -11.7% | 0.01% | -18.8% |
| Q3 2016 | $883,000 | +55.5% | 9,296 | +52.3% | 0.02% | +33.3% |
| Q2 2016 | $568,000 | – | 6,102 | – | 0.01% | – |
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% |