ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 545 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823,813 | -4.6% | 5,355 | 0.0% | 0.16% | -3.0% |
| Q2 2023 | $863,172 | +3.6% | 5,355 | -2.4% | 0.17% | +9.2% |
| Q1 2023 | $832,842 | +4.6% | 5,488 | +0.0% | 0.15% | +4.8% |
| Q4 2022 | $796,037 | +12.9% | 5,487 | 0.0% | 0.15% | -3.9% |
| Q3 2022 | $705,000 | -6.5% | 5,487 | +0.0% | 0.15% | -1.3% |
| Q2 2022 | $754,000 | -11.7% | 5,486 | +0.0% | 0.15% | +4.8% |
| Q1 2022 | $854,000 | -0.6% | 5,485 | +0.0% | 0.15% | +5.8% |
| Q4 2021 | $859,000 | +7.8% | 5,484 | 0.0% | 0.14% | -8.6% |
| Q3 2021 | $797,000 | -1.6% | 5,484 | +0.0% | 0.15% | -17.4% |
| Q2 2021 | $810,000 | +4.7% | 5,483 | 0.0% | 0.18% | -1.6% |
| Q1 2021 | $774,000 | +4.6% | 5,483 | -0.7% | 0.19% | +6.2% |
| Q4 2020 | $740,000 | +24.4% | 5,522 | +4.3% | 0.18% | +4.1% |
| Q3 2020 | $595,000 | +3.8% | 5,295 | 0.0% | 0.17% | +1.2% |
| Q2 2020 | $573,000 | +10.0% | 5,295 | -2.2% | 0.17% | -5.1% |
| Q1 2020 | $521,000 | -23.8% | 5,412 | +3.0% | 0.18% | -1.7% |
| Q4 2019 | $684,000 | +9.3% | 5,255 | 0.0% | 0.18% | +1.1% |
| Q3 2019 | $626,000 | +3.5% | 5,255 | 0.0% | 0.18% | +1.1% |
| Q2 2019 | $605,000 | +2.2% | 5,255 | 0.0% | 0.18% | -41.7% |
| Q1 2019 | $592,000 | +2.6% | 5,255 | 0.0% | 0.30% | -2.6% |
| Q4 2018 | $577,000 | +0.5% | 5,255 | -1.5% | 0.31% | +5.8% |
| Q3 2018 | $574,000 | -2.4% | 5,336 | 0.0% | 0.29% | -2.0% |
| Q2 2018 | $588,000 | +96.0% | 5,336 | +94.6% | 0.30% | +120.0% |
| Q1 2018 | $300,000 | -33.2% | 2,742 | -30.2% | 0.14% | -26.2% |
| Q4 2017 | $449,000 | -27.8% | 3,931 | -30.8% | 0.18% | -32.5% |
| Q3 2017 | $622,000 | -0.8% | 5,684 | -3.3% | 0.27% | -2.5% |
| Q2 2017 | $627,000 | -55.5% | 5,880 | -56.6% | 0.28% | -52.2% |
| Q1 2017 | $1,408,000 | +216.4% | 13,541 | +185.6% | 0.58% | +181.2% |
| Q4 2014 | $445,000 | +16.2% | 4,741 | +12.0% | 0.21% | +3.5% |
| Q3 2014 | $383,000 | +86.8% | 4,234 | +86.3% | 0.20% | +92.3% |
| Q2 2014 | $205,000 | – | 2,273 | – | 0.10% | – |
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% |