ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 316 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 3.29 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,340,408 | +306.4% | 8,713 | +325.9% | 0.03% | +300.0% |
Q2 2023 | $329,795 | +6.2% | 2,046 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $310,501 | +3.1% | 2,046 | -1.4% | 0.01% | -11.1% |
Q4 2022 | $301,165 | -74.0% | 2,076 | -77.0% | 0.01% | -77.5% |
Q3 2022 | $1,159,000 | -6.8% | 9,021 | -0.2% | 0.04% | -9.1% |
Q2 2022 | $1,243,000 | -20.9% | 9,042 | -10.4% | 0.04% | -10.2% |
Q1 2022 | $1,572,000 | +0.8% | 10,092 | +1.3% | 0.05% | +4.3% |
Q4 2021 | $1,560,000 | +7.7% | 9,959 | 0.0% | 0.05% | -4.1% |
Q3 2021 | $1,448,000 | -1.6% | 9,959 | -0.1% | 0.05% | -3.9% |
Q2 2021 | $1,471,000 | +4.5% | 9,966 | 0.0% | 0.05% | -1.9% |
Q1 2021 | $1,408,000 | +10.3% | 9,966 | -0.0% | 0.05% | +2.0% |
Q4 2020 | $1,276,000 | +13.8% | 9,968 | 0.0% | 0.05% | +2.0% |
Q3 2020 | $1,121,000 | +3.9% | 9,968 | 0.0% | 0.05% | -3.8% |
Q2 2020 | $1,079,000 | +9.5% | 9,968 | -2.6% | 0.05% | -8.8% |
Q1 2020 | $985,000 | -16.1% | 10,232 | +13.4% | 0.06% | +7.5% |
Q4 2019 | $1,174,000 | +9.2% | 9,021 | 0.0% | 0.05% | +6.0% |
Q3 2019 | $1,075,000 | +2.2% | 9,021 | 0.0% | 0.05% | 0.0% |
Q2 2019 | $1,052,000 | +3.4% | 9,021 | 0.0% | 0.05% | -5.7% |
Q1 2019 | $1,017,000 | +11.0% | 9,021 | -0.4% | 0.05% | 0.0% |
Q4 2018 | $916,000 | -22.5% | 9,061 | -11.2% | 0.05% | -14.5% |
Q3 2018 | $1,182,000 | +5.2% | 10,205 | 0.0% | 0.06% | 0.0% |
Q2 2018 | $1,124,000 | +1.2% | 10,205 | +0.4% | 0.06% | 0.0% |
Q1 2018 | $1,111,000 | -4.3% | 10,165 | 0.0% | 0.06% | -1.6% |
Q4 2017 | $1,161,000 | +5.8% | 10,165 | 0.0% | 0.06% | +3.3% |
Q3 2017 | $1,097,000 | +1.4% | 10,165 | 0.0% | 0.06% | -22.8% |
Q2 2017 | $1,082,000 | +15.2% | 10,165 | +12.7% | 0.08% | +17.9% |
Q1 2017 | $939,000 | +2.6% | 9,021 | 0.0% | 0.07% | -5.6% |
Q4 2016 | $915,000 | +6.8% | 9,021 | 0.0% | 0.07% | +1.4% |
Q3 2016 | $857,000 | +2.3% | 9,021 | 0.0% | 0.07% | -1.4% |
Q2 2016 | $838,000 | -5.7% | 9,021 | -8.8% | 0.07% | -9.0% |
Q1 2016 | $889,000 | +11.3% | 9,889 | +9.6% | 0.08% | 0.0% |
Q4 2015 | $799,000 | +5.4% | 9,021 | 0.0% | 0.08% | -2.5% |
Q3 2015 | $758,000 | -8.9% | 9,021 | 0.0% | 0.08% | -1.2% |
Q2 2015 | $832,000 | -0.4% | 9,021 | 0.0% | 0.08% | -1.2% |
Q1 2015 | $835,000 | -1.3% | 9,021 | 0.0% | 0.08% | -16.3% |
Q4 2014 | $846,000 | +4.1% | 9,021 | 0.0% | 0.10% | +2.1% |
Q3 2014 | $813,000 | -0.1% | 9,021 | 0.0% | 0.10% | 0.0% |
Q2 2014 | $814,000 | +3.8% | 9,021 | 0.0% | 0.10% | +4.3% |
Q1 2014 | $784,000 | +1.7% | 9,021 | 0.0% | 0.09% | +5.7% |
Q4 2013 | $771,000 | +9.1% | 9,021 | 0.0% | 0.09% | 0.0% |
Q3 2013 | $707,000 | +3.4% | 9,021 | 0.0% | 0.09% | -5.4% |
Q2 2013 | $684,000 | – | 9,021 | – | 0.09% | – |
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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% |