ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $69,072 | -23.8% | 448,986 | -20.1% | 0.42% | -24.5% |
Q2 2023 | $90,623 | +7.3% | 562,211 | +1.0% | 0.56% | -1.9% |
Q1 2023 | $84,489 | +1.4% | 556,726 | -3.0% | 0.57% | -6.9% |
Q4 2022 | $83,283 | -99.9% | 574,091 | -1.9% | 0.61% | +2.5% |
Q3 2022 | $75,234,000 | -5.8% | 585,384 | +0.8% | 0.60% | -3.2% |
Q2 2022 | $79,824,000 | -24.6% | 580,705 | -14.6% | 0.62% | -17.7% |
Q1 2022 | $105,853,000 | +2.3% | 679,765 | +2.9% | 0.75% | +3.0% |
Q4 2021 | $103,483,000 | +18.8% | 660,686 | +12.0% | 0.73% | +5.0% |
Q2 2021 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
Q1 2021 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
Q4 2020 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
Q3 2020 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
Q2 2020 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
Q1 2020 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
Q4 2019 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
Q3 2019 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
Q2 2019 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
Q1 2019 | $87,085,000 | +256.6% | 589,848 | +144.3% | 0.69% | +13.8% |
Q4 2018 | $24,421,000 | +12.0% | 241,457 | +28.3% | 0.61% | +9.5% |
Q3 2018 | $21,799,000 | +55.6% | 188,178 | +47.9% | 0.56% | +20.8% |
Q2 2018 | $14,014,000 | +24.6% | 127,248 | +23.7% | 0.46% | +3.1% |
Q1 2018 | $11,251,000 | +3.4% | 102,896 | +8.0% | 0.45% | -7.5% |
Q4 2017 | $10,880,000 | +20.9% | 95,242 | +14.2% | 0.48% | +13.6% |
Q3 2017 | $8,998,000 | +12.5% | 83,381 | +9.4% | 0.42% | +3.7% |
Q2 2017 | $7,999,000 | +8.1% | 76,213 | +7.2% | 0.41% | -1.9% |
Q1 2017 | $7,397,000 | +83.8% | 71,099 | +79.1% | 0.42% | +69.2% |
Q4 2016 | $4,025,000 | +156.0% | 39,704 | +139.9% | 0.25% | +126.6% |
Q3 2016 | $1,572,000 | +1520.6% | 16,553 | +1490.1% | 0.11% | +1457.1% |
Q2 2016 | $97,000 | +31.1% | 1,041 | +25.7% | 0.01% | +16.7% |
Q1 2016 | $74,000 | -11.9% | 828 | -12.4% | 0.01% | -25.0% |
Q4 2015 | $84,000 | +61.5% | 945 | +53.2% | 0.01% | +60.0% |
Q3 2015 | $52,000 | – | 617 | – | 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% |