ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $307,000 | -1.6% | 2,110 | 0.0% | 0.14% | -6.6% |
Q2 2021 | $312,000 | +4.7% | 2,110 | 0.0% | 0.15% | -8.4% |
Q1 2021 | $298,000 | +10.4% | 2,110 | 0.0% | 0.17% | +1.8% |
Q4 2020 | $270,000 | +13.9% | 2,110 | 0.0% | 0.16% | -1.8% |
Q3 2020 | $237,000 | +3.9% | 2,110 | 0.0% | 0.17% | -5.1% |
Q2 2020 | $228,000 | +7.0% | 2,110 | -4.5% | 0.18% | +12.9% |
Q1 2020 | $213,000 | -25.8% | 2,210 | 0.0% | 0.16% | -18.0% |
Q4 2019 | $287,000 | +9.1% | 2,210 | 0.0% | 0.19% | +1.1% |
Q3 2019 | $263,000 | +1.9% | 2,210 | 0.0% | 0.19% | +3.9% |
Q2 2019 | $258,000 | +3.6% | 2,210 | 0.0% | 0.18% | -4.8% |
Q1 2019 | $249,000 | +11.2% | 2,210 | 0.0% | 0.19% | -5.5% |
Q4 2018 | $224,000 | -12.5% | 2,210 | 0.0% | 0.20% | +4.7% |
Q3 2018 | $256,000 | +5.3% | 2,210 | 0.0% | 0.19% | +1.6% |
Q2 2018 | $243,000 | +0.4% | 2,210 | 0.0% | 0.19% | -4.1% |
Q1 2018 | $242,000 | -4.0% | 2,210 | 0.0% | 0.20% | -1.5% |
Q4 2017 | $252,000 | +5.9% | 2,210 | 0.0% | 0.20% | -4.8% |
Q3 2017 | $238,000 | +2.6% | 2,210 | 0.0% | 0.21% | +13.0% |
Q2 2017 | $232,000 | +0.9% | 2,210 | 0.0% | 0.18% | 0.0% |
Q1 2017 | $230,000 | +2.7% | 2,210 | 0.0% | 0.18% | -6.1% |
Q4 2016 | $224,000 | +6.7% | 2,210 | 0.0% | 0.20% | +7.1% |
Q3 2016 | $210,000 | +2.4% | 2,210 | 0.0% | 0.18% | -0.5% |
Q2 2016 | $205,000 | +0.5% | 2,210 | 0.0% | 0.18% | -0.5% |
Q2 2015 | $204,000 | – | 2,210 | – | 0.19% | – |
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% |