ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 527 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $710,433 | -4.6% | 4,618 | 0.0% | 0.08% | -3.4% |
Q2 2023 | $744,375 | +6.2% | 4,618 | 0.0% | 0.09% | -8.3% |
Q1 2023 | $700,828 | +146.6% | 4,618 | +135.7% | 0.10% | +134.1% |
Q4 2022 | $284,192 | -43.9% | 1,959 | -50.3% | 0.04% | -52.9% |
Q3 2022 | $507,000 | +634.8% | 3,945 | +687.4% | 0.09% | +625.0% |
Q2 2022 | $69,000 | -11.5% | 501 | 0.0% | 0.01% | -20.0% |
Q1 2022 | $78,000 | -61.0% | 501 | -60.8% | 0.02% | -54.5% |
Q4 2021 | $200,000 | +7.5% | 1,279 | 0.0% | 0.03% | -19.5% |
Q3 2021 | $186,000 | -1.6% | 1,279 | 0.0% | 0.04% | -10.9% |
Q2 2021 | $189,000 | +4.4% | 1,279 | 0.0% | 0.05% | -6.1% |
Q1 2021 | $181,000 | -46.8% | 1,279 | -51.8% | 0.05% | -53.3% |
Q4 2020 | $340,000 | +46.6% | 2,655 | +28.6% | 0.10% | +28.0% |
Q3 2020 | $232,000 | +246.3% | 2,065 | +231.5% | 0.08% | +203.7% |
Q2 2020 | $67,000 | +11.7% | 623 | 0.0% | 0.03% | 0.0% |
Q1 2020 | $60,000 | -7.7% | 623 | +25.6% | 0.03% | +17.4% |
Q4 2019 | $65,000 | +10.2% | 496 | 0.0% | 0.02% | +35.3% |
Q3 2019 | $59,000 | +1.7% | 496 | 0.0% | 0.02% | -5.6% |
Q2 2019 | $58,000 | +3.6% | 496 | 0.0% | 0.02% | +5.9% |
Q1 2019 | $56,000 | +12.0% | 496 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $50,000 | -12.3% | 496 | 0.0% | 0.02% | -10.5% |
Q3 2018 | $57,000 | +3.6% | 496 | 0.0% | 0.02% | -32.1% |
Q2 2018 | $55,000 | +1.9% | 496 | 0.0% | 0.03% | -3.4% |
Q1 2018 | $54,000 | -5.3% | 496 | 0.0% | 0.03% | -9.4% |
Q4 2017 | $57,000 | +5.6% | 496 | 0.0% | 0.03% | 0.0% |
Q3 2017 | $54,000 | +3.8% | 496 | 0.0% | 0.03% | -3.0% |
Q2 2017 | $52,000 | 0.0% | 496 | 0.0% | 0.03% | +6.5% |
Q1 2017 | $52,000 | +4.0% | 496 | 0.0% | 0.03% | 0.0% |
Q4 2016 | $50,000 | +6.4% | 496 | 0.0% | 0.03% | -3.1% |
Q3 2016 | $47,000 | +2.2% | 496 | 0.0% | 0.03% | -3.0% |
Q2 2016 | $46,000 | +2.2% | 496 | 0.0% | 0.03% | -5.7% |
Q1 2016 | $45,000 | +2.3% | 496 | 0.0% | 0.04% | +6.1% |
Q4 2015 | $44,000 | +4.8% | 496 | 0.0% | 0.03% | 0.0% |
Q3 2015 | $42,000 | -10.6% | 496 | -2.9% | 0.03% | -2.9% |
Q2 2015 | $47,000 | +2.2% | 511 | +3.0% | 0.03% | +6.2% |
Q1 2015 | $46,000 | -2.1% | 496 | 0.0% | 0.03% | -8.6% |
Q4 2014 | $47,000 | +4.4% | 496 | 0.0% | 0.04% | -10.3% |
Q3 2014 | $45,000 | +125.0% | 496 | +118.5% | 0.04% | +116.7% |
Q2 2014 | $20,000 | 0.0% | 227 | 0.0% | 0.02% | -18.2% |
Q1 2014 | $20,000 | +5.3% | 227 | 0.0% | 0.02% | +100.0% |
Q4 2013 | $19,000 | +5.6% | 227 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $18,000 | +5.9% | 227 | 0.0% | 0.01% | -15.4% |
Q2 2013 | $17,000 | – | 227 | – | 0.01% | – |
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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% |