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 | $571,876 | -20.3% | 3,717 | -16.5% | 0.01% | -9.1% |
Q2 2023 | $717,351 | +10.3% | 4,450 | +3.8% | 0.01% | -8.3% |
Q1 2023 | $650,647 | +4.4% | 4,287 | -0.2% | 0.01% | 0.0% |
Q4 2022 | $623,415 | +9.9% | 4,297 | -2.6% | 0.01% | 0.0% |
Q3 2022 | $567,000 | +10.1% | 4,412 | +17.7% | 0.01% | 0.0% |
Q2 2022 | $515,000 | -12.9% | 3,748 | -1.2% | 0.01% | 0.0% |
Q1 2022 | $591,000 | +1.2% | 3,794 | +1.7% | 0.01% | +9.1% |
Q4 2021 | $584,000 | +6.2% | 3,730 | -1.4% | 0.01% | -15.4% |
Q3 2021 | $550,000 | +4.2% | 3,784 | +5.8% | 0.01% | 0.0% |
Q2 2021 | $528,000 | -46.2% | 3,577 | -48.5% | 0.01% | -53.6% |
Q1 2021 | $982,000 | +3.8% | 6,950 | -5.9% | 0.03% | -9.7% |
Q4 2020 | $946,000 | +7.4% | 7,388 | -5.7% | 0.03% | -11.4% |
Q3 2020 | $881,000 | -4.7% | 7,834 | -8.2% | 0.04% | -16.7% |
Q2 2020 | $924,000 | +2.9% | 8,536 | -8.5% | 0.04% | -33.3% |
Q1 2020 | $898,000 | -41.5% | 9,328 | -20.9% | 0.06% | -34.4% |
Q4 2019 | $1,535,000 | +23.1% | 11,799 | +12.7% | 0.10% | +5.5% |
Q3 2019 | $1,247,000 | -4.8% | 10,466 | -6.9% | 0.09% | -14.2% |
Q2 2019 | $1,310,000 | +3.6% | 11,236 | +0.1% | 0.11% | +1.0% |
Q1 2019 | $1,265,000 | +10.1% | 11,220 | -1.2% | 0.10% | 0.0% |
Q4 2018 | $1,149,000 | -0.1% | 11,360 | +14.5% | 0.10% | +1.9% |
Q3 2018 | $1,150,000 | +7.9% | 9,923 | +2.5% | 0.10% | -1.0% |
Q2 2018 | $1,066,000 | -27.0% | 9,678 | -27.5% | 0.10% | -31.1% |
Q1 2018 | $1,460,000 | +30.8% | 13,354 | +36.6% | 0.15% | +21.8% |
Q4 2017 | $1,116,000 | +5.8% | 9,773 | -0.1% | 0.12% | -3.1% |
Q3 2017 | $1,055,000 | +7.7% | 9,780 | +4.7% | 0.13% | -1.5% |
Q2 2017 | $980,000 | +3.0% | 9,338 | +2.1% | 0.13% | -9.7% |
Q1 2017 | $951,000 | +12.3% | 9,145 | +9.5% | 0.14% | -3.4% |
Q4 2016 | $847,000 | +10.7% | 8,350 | +3.7% | 0.15% | +3.5% |
Q3 2016 | $765,000 | +7.6% | 8,054 | +5.2% | 0.14% | 0.0% |
Q2 2016 | $711,000 | +8.1% | 7,655 | +4.5% | 0.14% | +2.9% |
Q1 2016 | $658,000 | +9.8% | 7,322 | +8.2% | 0.14% | +0.7% |
Q4 2015 | $599,000 | +86.6% | 6,767 | +77.1% | 0.14% | +63.5% |
Q3 2015 | $321,000 | +28.4% | 3,821 | +41.5% | 0.08% | +28.8% |
Q2 2015 | $250,000 | 0.0% | 2,701 | 0.0% | 0.07% | 0.0% |
Q1 2015 | $250,000 | -20.6% | 2,701 | -26.6% | 0.07% | -45.0% |
Q4 2013 | $315,000 | – | 3,680 | – | 0.12% | – |
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% |