ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $5,904 | -0.4% | 38,901 | -4.8% | 1.14% | -6.1% |
Q4 2022 | $5,929 | -99.9% | 40,869 | -1.5% | 1.21% | -0.6% |
Q3 2022 | $5,330,000 | -6.3% | 41,471 | +0.2% | 1.22% | -11.6% |
Q2 2022 | $5,687,000 | -7.3% | 41,370 | +4.9% | 1.38% | +3.7% |
Q1 2022 | $6,138,000 | -0.0% | 39,420 | +0.6% | 1.33% | +2.3% |
Q4 2021 | $6,140,000 | +10.1% | 39,199 | +2.2% | 1.30% | +1.0% |
Q3 2021 | $5,579,000 | -5.7% | 38,363 | -4.3% | 1.29% | -15.4% |
Q2 2021 | $5,916,000 | +73850.0% | 40,068 | +66680.0% | 1.52% | +76050.0% |
Q1 2021 | $8,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $8,000 | +14.3% | 60 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $7,000 | -86.5% | 60 | -87.5% | 0.00% | -88.9% |
Q2 2020 | $52,000 | +13.0% | 480 | 0.0% | 0.02% | -5.3% |
Q1 2020 | $46,000 | -99.0% | 480 | -98.6% | 0.02% | -98.7% |
Q4 2019 | $4,554,000 | +18875.0% | 35,007 | +14670.9% | 1.51% | +9953.3% |
Q4 2018 | $24,000 | -11.1% | 237 | 0.0% | 0.02% | +50.0% |
Q3 2018 | $27,000 | +3.8% | 237 | 0.0% | 0.01% | -9.1% |
Q2 2018 | $26,000 | 0.0% | 237 | 0.0% | 0.01% | -15.4% |
Q1 2018 | $26,000 | -99.2% | 237 | -99.2% | 0.01% | -99.1% |
Q4 2017 | $3,309,000 | +8.7% | 28,972 | +2.7% | 1.40% | +4.6% |
Q3 2017 | $3,044,000 | +4.7% | 28,215 | +1.9% | 1.33% | +1.1% |
Q2 2017 | $2,907,000 | +2.3% | 27,700 | +1.4% | 1.32% | -9.0% |
Q1 2017 | $2,842,000 | +16.5% | 27,325 | +13.3% | 1.45% | +14.0% |
Q4 2016 | $2,440,000 | -1.9% | 24,122 | -8.0% | 1.27% | -1.4% |
Q3 2016 | $2,488,000 | +2.0% | 26,207 | -0.3% | 1.29% | +0.5% |
Q2 2016 | $2,440,000 | +121900.0% | 26,295 | +131375.0% | 1.28% | +128300.0% |
Q1 2015 | $2,000 | -99.9% | 20 | -99.9% | 0.00% | -99.9% |
Q4 2014 | $2,185,000 | +6.4% | 23,297 | +2.2% | 1.21% | -13.9% |
Q3 2014 | $2,053,000 | +1.1% | 22,803 | +1.4% | 1.40% | +4.1% |
Q2 2014 | $2,030,000 | +7.0% | 22,492 | +3.0% | 1.35% | +3.2% |
Q1 2014 | $1,898,000 | +7.7% | 21,841 | +5.8% | 1.30% | +9.6% |
Q4 2013 | $1,763,000 | +9.8% | 20,634 | +0.7% | 1.19% | +19.7% |
Q3 2013 | $1,605,000 | +5.4% | 20,498 | +2.0% | 0.99% | -11.2% |
Q2 2013 | $1,523,000 | – | 20,102 | – | 1.12% | – |
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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% |