ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $506,595 | -8.2% | 3,293 | -3.9% | 0.02% | -5.0% |
Q2 2023 | $552,076 | +3.2% | 3,425 | -2.8% | 0.02% | -4.8% |
Q1 2023 | $534,954 | +4.6% | 3,525 | 0.0% | 0.02% | -4.5% |
Q4 2022 | $511,372 | +12.9% | 3,525 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $453,000 | +8.1% | 3,525 | +15.7% | 0.02% | +15.8% |
Q2 2022 | $419,000 | -5.0% | 3,047 | +7.5% | 0.02% | +18.8% |
Q1 2022 | $441,000 | +1.6% | 2,835 | +2.2% | 0.02% | +14.3% |
Q4 2021 | $434,000 | +15.1% | 2,773 | +6.9% | 0.01% | 0.0% |
Q3 2021 | $377,000 | -5.3% | 2,593 | -3.7% | 0.01% | -6.7% |
Q2 2021 | $398,000 | +4.7% | 2,693 | 0.0% | 0.02% | -6.2% |
Q1 2021 | $380,000 | +10.1% | 2,693 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $345,000 | +13.9% | 2,693 | 0.0% | 0.02% | +6.7% |
Q3 2020 | $303,000 | -15.4% | 2,693 | -18.7% | 0.02% | -28.6% |
Q2 2020 | $358,000 | +33.6% | 3,313 | +18.8% | 0.02% | +10.5% |
Q1 2020 | $268,000 | -26.2% | 2,788 | 0.0% | 0.02% | -9.5% |
Q4 2019 | $363,000 | +37.0% | 2,788 | +25.1% | 0.02% | +23.5% |
Q3 2019 | $265,000 | +1.9% | 2,228 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $260,000 | +3.6% | 2,228 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $251,000 | +4.1% | 2,228 | -6.3% | 0.02% | -22.7% |
Q4 2018 | $241,000 | +17.0% | 2,378 | +30.1% | 0.02% | +29.4% |
Q3 2018 | $206,000 | -26.7% | 1,828 | -25.7% | 0.02% | -19.0% |
Q2 2018 | $281,000 | +1.8% | 2,461 | -0.5% | 0.02% | -8.7% |
Q1 2018 | $276,000 | +27.8% | 2,473 | +7.9% | 0.02% | -37.8% |
Q1 2015 | $216,000 | -26.8% | 2,292 | -30.0% | 0.04% | -37.3% |
Q3 2014 | $295,000 | – | 3,275 | – | 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% |