ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,606 | -56.5% | 1,486 | -54.4% | 0.03% | -52.9% |
| Q2 2023 | $525,802 | +6.2% | 3,262 | 0.0% | 0.07% | +1.4% |
| Q1 2023 | $495,041 | -4.6% | 3,262 | -8.8% | 0.07% | -28.1% |
| Q4 2022 | $519,060 | +13.8% | 3,578 | +0.8% | 0.10% | +20.0% |
| Q3 2022 | $456,000 | +0.7% | 3,548 | +7.7% | 0.08% | +5.3% |
| Q2 2022 | $453,000 | -11.7% | 3,293 | 0.0% | 0.08% | +24.6% |
| Q1 2022 | $513,000 | -46.3% | 3,293 | -46.1% | 0.06% | -40.8% |
| Q4 2021 | $956,000 | +52.0% | 6,105 | +41.1% | 0.10% | +51.5% |
| Q3 2021 | $629,000 | +163.2% | 4,328 | +167.5% | 0.07% | +161.5% |
| Q2 2021 | $239,000 | -41.3% | 1,618 | -43.9% | 0.03% | -43.5% |
| Q1 2021 | $407,000 | +91.1% | 2,884 | +76.5% | 0.05% | +70.4% |
| Q4 2019 | $213,000 | -44.1% | 1,634 | -50.3% | 0.03% | -44.9% |
| Q3 2018 | $381,000 | +0.3% | 3,289 | -4.7% | 0.05% | -23.4% |
| Q2 2018 | $380,000 | +0.3% | 3,451 | -0.5% | 0.06% | -11.1% |
| Q1 2018 | $379,000 | -3.8% | 3,468 | +0.5% | 0.07% | +20.0% |
| Q4 2017 | $394,000 | +9.7% | 3,450 | +3.6% | 0.06% | 0.0% |
| Q3 2017 | $359,000 | – | 3,330 | – | 0.06% | – |
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% |