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 | $772,147 | -4.6% | 5,019 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $809,038 | +112.7% | 5,019 | +100.3% | 0.04% | +75.0% |
| Q1 2023 | $380,294 | +5.0% | 2,506 | +0.4% | 0.02% | 0.0% |
| Q4 2022 | $362,033 | +12.4% | 2,496 | +6.6% | 0.02% | -31.0% |
| Q2 2022 | $322,000 | +54.1% | 2,341 | +29.7% | 0.03% | +7.4% |
| Q2 2020 | $209,000 | -5.9% | 1,805 | +6.6% | 0.03% | -6.9% |
| Q4 2019 | $222,000 | +9.9% | 1,694 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $202,000 | -66.7% | 1,694 | -67.7% | 0.03% | -67.8% |
| Q3 2018 | $607,000 | +5.2% | 5,243 | 0.0% | 0.09% | 0.0% |
| Q2 2018 | $577,000 | +17.5% | 5,243 | +16.7% | 0.09% | +13.9% |
| Q1 2018 | $491,000 | +13.4% | 4,493 | +18.5% | 0.08% | +27.4% |
| Q4 2017 | $433,000 | +5.9% | 3,793 | 0.0% | 0.06% | -30.3% |
| Q3 2017 | $409,000 | +2.8% | 3,793 | 0.0% | 0.09% | -11.0% |
| Q2 2017 | $398,000 | +83.4% | 3,793 | +81.5% | 0.10% | +75.4% |
| Q1 2017 | $217,000 | – | 2,090 | – | 0.06% | – |
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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% |