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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $293,000 | -49.8% | 1,882 | -53.2% | 0.02% | -51.5% |
| Q3 2021 | $584,000 | +60.0% | 4,018 | +62.2% | 0.03% | +57.1% |
| Q2 2021 | $365,000 | +16.2% | 2,477 | +11.2% | 0.02% | +10.5% |
| Q1 2021 | $314,000 | +10.6% | 2,227 | +0.3% | 0.02% | 0.0% |
| Q4 2020 | $284,000 | -2.1% | 2,220 | -14.2% | 0.02% | -13.6% |
| Q3 2020 | $290,000 | +12.4% | 2,587 | +8.1% | 0.02% | 0.0% |
| Q2 2020 | $258,000 | -18.6% | 2,393 | -27.4% | 0.02% | -29.0% |
| Q1 2020 | $317,000 | -15.7% | 3,298 | +14.1% | 0.03% | +3.3% |
| Q4 2019 | $376,000 | +17.9% | 2,891 | +7.9% | 0.03% | +7.1% |
| Q3 2019 | $319,000 | +2.6% | 2,680 | +0.3% | 0.03% | +3.7% |
| Q2 2019 | $311,000 | +19.2% | 2,671 | +15.3% | 0.03% | +12.5% |
| Q1 2019 | $261,000 | +11.5% | 2,316 | +2.0% | 0.02% | -7.7% |
| Q4 2018 | $234,000 | -6.8% | 2,271 | +4.6% | 0.03% | -3.7% |
| Q3 2018 | $251,000 | +8.2% | 2,171 | +2.9% | 0.03% | +8.0% |
| Q2 2018 | $232,000 | +201.3% | 2,109 | +197.0% | 0.02% | +212.5% |
| Q1 2018 | $77,000 | -4.9% | 710 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $81,000 | -16.5% | 710 | -20.6% | 0.01% | -18.2% |
| Q3 2017 | $97,000 | +18.3% | 894 | +13.2% | 0.01% | +10.0% |
| Q2 2017 | $82,000 | 0.0% | 790 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $82,000 | +9.3% | 790 | +6.8% | 0.01% | -9.1% |
| Q4 2016 | $75,000 | +7.1% | 740 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $70,000 | +2.9% | 740 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $68,000 | +3.0% | 740 | 0.0% | 0.01% | -8.3% |
| Q1 2016 | $66,000 | +1.5% | 740 | 0.0% | 0.01% | -14.3% |
| Q4 2015 | $65,000 | 0.0% | 740 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $65,000 | -4.4% | 740 | 0.0% | 0.01% | -6.7% |
| Q2 2015 | $68,000 | -21.8% | 740 | -21.1% | 0.02% | -60.5% |
| Q1 2015 | $87,000 | 0.0% | 938 | 0.0% | 0.04% | -32.1% |
| Q4 2014 | $87,000 | 0.0% | 938 | 0.0% | 0.06% | +107.4% |
| Q3 2014 | $87,000 | -28.1% | 938 | -29.9% | 0.03% | -20.6% |
| Q2 2014 | $121,000 | +70.4% | 1,338 | +63.6% | 0.03% | +47.8% |
| Q1 2014 | $71,000 | +2.9% | 818 | 0.0% | 0.02% | -8.0% |
| Q4 2013 | $69,000 | +43.8% | 818 | +31.9% | 0.02% | +38.9% |
| Q3 2013 | $48,000 | – | 620 | 0.0% | 0.02% | – |
| Q2 2013 | $0 | – | 620 | – | 0.00% | – |
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% |