ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 357 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $8,000 | -33.3% | 65 | -26.1% | 0.00% | -25.0% |
| Q2 2022 | $12,000 | -7.7% | 88 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | 0.0% | 89 | -2.2% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +300.0% | 91 | +225.0% | 0.00% | +300.0% |
| Q4 2020 | $3,000 | -25.0% | 28 | -26.3% | 0.00% | -50.0% |
| Q2 2017 | $4,000 | +33.3% | 38 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | -99.1% | 38 | -98.8% | 0.00% | -98.9% |
| Q4 2016 | $321,000 | +3912.5% | 3,173 | +3073.0% | 0.18% | +4450.0% |
| Q1 2016 | $8,000 | -52.9% | 100 | -51.9% | 0.00% | -50.0% |
| Q3 2015 | $17,000 | -10.5% | 208 | 0.0% | 0.01% | -11.1% |
| Q2 2015 | $19,000 | 0.0% | 208 | 0.0% | 0.01% | +12.5% |
| Q1 2015 | $19,000 | – | 208 | – | 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% |