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 | $11,010,007 | +5.1% | 71,433 | +9.9% | 0.05% | +31.7% |
| Q2 2023 | $10,480,429 | -0.2% | 65,019 | -6.5% | 0.04% | +64.0% |
| Q1 2023 | $10,503,622 | -2.7% | 69,508 | +43.1% | 0.02% | -63.8% |
| Q4 2022 | $10,795,060 | +57.0% | 48,562 | -9.2% | 0.07% | -16.9% |
| Q3 2022 | $6,875,000 | -6.1% | 53,496 | +0.5% | 0.08% | +2.5% |
| Q2 2022 | $7,321,000 | +807.2% | 53,254 | +31.3% | 0.08% | +523.1% |
| Q1 2022 | $807,000 | +0.6% | 40,566 | +23.8% | 0.01% | +8.3% |
| Q4 2021 | $802,000 | +25.1% | 32,770 | +643.3% | 0.01% | -14.3% |
| Q3 2021 | $641,000 | -18.0% | 4,409 | -16.7% | 0.01% | -17.6% |
| Q2 2021 | $782,000 | +2.2% | 5,296 | -2.2% | 0.02% | -5.6% |
| Q1 2021 | $765,000 | -30.9% | 5,413 | -37.4% | 0.02% | -48.6% |
| Q4 2020 | $1,107,000 | +4.6% | 8,644 | -8.1% | 0.04% | -20.5% |
| Q3 2020 | $1,058,000 | +4.2% | 9,409 | +0.2% | 0.04% | -21.4% |
| Q2 2020 | $1,015,000 | -7.6% | 9,387 | -17.8% | 0.06% | -18.8% |
| Q1 2020 | $1,099,000 | -27.1% | 11,416 | -1.4% | 0.07% | -10.4% |
| Q4 2019 | $1,507,000 | +134.7% | 11,582 | +115.2% | 0.08% | +102.6% |
| Q3 2019 | $642,000 | +4.1% | 5,383 | +1.8% | 0.04% | -2.6% |
| Q2 2019 | $617,000 | +4.4% | 5,289 | +0.9% | 0.04% | -2.5% |
| Q1 2019 | $591,000 | +22.1% | 5,242 | +9.5% | 0.04% | +25.0% |
| Q4 2018 | $484,000 | +11.3% | 4,786 | +27.4% | 0.03% | +6.7% |
| Q3 2018 | $435,000 | -0.2% | 3,757 | -5.2% | 0.03% | -6.2% |
| Q2 2018 | $436,000 | +3.3% | 3,961 | +2.5% | 0.03% | 0.0% |
| Q1 2018 | $422,000 | -10.4% | 3,864 | -6.3% | 0.03% | 0.0% |
| Q4 2017 | $471,000 | +39.8% | 4,126 | +32.0% | 0.03% | +33.3% |
| Q3 2017 | $337,000 | +3.7% | 3,126 | 0.0% | 0.02% | -11.1% |
| Q1 2017 | $325,000 | – | 3,126 | – | 0.03% | – |
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% |