ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 524 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332 | -7.3% | 2,155 | -3.0% | 0.03% | -9.7% |
| Q2 2023 | $358 | +6.2% | 2,221 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $337 | +4.7% | 2,221 | 0.0% | 0.03% | -6.1% |
| Q4 2022 | $322 | -99.9% | 2,221 | 0.0% | 0.03% | +6.5% |
| Q3 2022 | $285,000 | +4.8% | 2,221 | +27.1% | 0.03% | +3.3% |
| Q1 2022 | $272,000 | -0.7% | 1,748 | 0.0% | 0.03% | -9.1% |
| Q4 2021 | $274,000 | -0.7% | 1,748 | -8.0% | 0.03% | -8.3% |
| Q3 2021 | $276,000 | +3.0% | 1,901 | +4.7% | 0.04% | -10.0% |
| Q2 2021 | $268,000 | +12.1% | 1,815 | +7.4% | 0.04% | -25.9% |
| Q1 2021 | $239,000 | +0.8% | 1,690 | -8.9% | 0.05% | +14.9% |
| Q4 2020 | $237,000 | +19.1% | 1,855 | +3.9% | 0.05% | +6.8% |
| Q3 2020 | $199,000 | +8.2% | 1,786 | +5.2% | 0.04% | -12.0% |
| Q2 2020 | $184,000 | +12.9% | 1,698 | 0.0% | 0.05% | +4.2% |
| Q1 2020 | $163,000 | -29.1% | 1,698 | -3.8% | 0.05% | -26.2% |
| Q4 2019 | $230,000 | +9.5% | 1,765 | 0.0% | 0.06% | -7.1% |
| Q3 2019 | $210,000 | +5.0% | 1,765 | +3.1% | 0.07% | +7.7% |
| Q2 2019 | $200,000 | +4900.0% | 1,712 | +4289.7% | 0.06% | +6400.0% |
| Q1 2019 | $4,000 | 0.0% | 39 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $4,000 | +300.0% | 39 | +550.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $1,000 | -95.2% | 6 | -97.1% | 0.00% | -91.7% |
| Q4 2016 | $21,000 | +5.0% | 210 | +1.4% | 0.01% | -7.7% |
| Q3 2016 | $20,000 | +5.3% | 207 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $19,000 | 0.0% | 207 | +0.5% | 0.01% | -7.1% |
| Q1 2016 | $19,000 | -94.6% | 206 | -94.8% | 0.01% | -94.0% |
| Q4 2015 | $353,000 | – | 3,985 | – | 0.23% | – |
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% |