ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,780,471 | -21.8% | 37,575 | -18.0% | 0.52% | -16.9% |
| Q2 2023 | $7,388,033 | +6.2% | 45,834 | +0.0% | 0.63% | -0.6% |
| Q1 2023 | $6,954,948 | +4.7% | 45,829 | +0.1% | 0.64% | -2.8% |
| Q4 2022 | $6,643,630 | +16.7% | 45,796 | +3.3% | 0.65% | +14.9% |
| Q3 2022 | $5,695,000 | -5.7% | 44,315 | +0.9% | 0.57% | -4.0% |
| Q2 2022 | $6,038,000 | -11.1% | 43,927 | +0.7% | 0.59% | +39.9% |
| Q1 2022 | $6,793,000 | +7.9% | 43,623 | +8.6% | 0.42% | +9.3% |
| Q4 2021 | $6,294,000 | +16.5% | 40,186 | +8.2% | 0.39% | +3.2% |
| Q3 2021 | $5,402,000 | +0.7% | 37,146 | +2.3% | 0.38% | +5.9% |
| Q2 2021 | $5,362,000 | +6.4% | 36,319 | +1.8% | 0.36% | -1.1% |
| Q1 2021 | $5,039,000 | +9.6% | 35,677 | -0.7% | 0.36% | -3.2% |
| Q4 2020 | $4,598,000 | -11.0% | 35,918 | -21.8% | 0.37% | -16.3% |
| Q3 2020 | $5,166,000 | +6.2% | 45,944 | +2.2% | 0.44% | +13.0% |
| Q2 2020 | $4,865,000 | -9.7% | 44,961 | -19.6% | 0.39% | -21.1% |
| Q1 2020 | $5,385,000 | -18.2% | 55,949 | +10.6% | 0.50% | -10.9% |
| Q4 2019 | $6,582,000 | +17.3% | 50,599 | +7.5% | 0.56% | +8.1% |
| Q3 2019 | $5,610,000 | +17.6% | 47,084 | +15.1% | 0.52% | -2.3% |
| Q2 2019 | $4,769,000 | +33.2% | 40,915 | +28.9% | 0.53% | +20.8% |
| Q1 2019 | $3,580,000 | +49.5% | 31,753 | +34.1% | 0.44% | +32.0% |
| Q4 2018 | $2,394,000 | +31.2% | 23,670 | +50.3% | 0.33% | +44.5% |
| Q3 2018 | $1,824,000 | +3780.9% | 15,749 | +3588.3% | 0.23% | +3716.7% |
| Q2 2018 | $47,000 | +14.6% | 427 | +14.5% | 0.01% | 0.0% |
| Q1 2018 | $41,000 | -57.7% | 373 | -56.2% | 0.01% | -60.0% |
| Q4 2017 | $97,000 | – | 851 | – | 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% |