ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,350,499 | -4.6% | 47,780 | -0.0% | 0.79% | -19.3% |
| Q2 2023 | $7,702,039 | +4.2% | 47,783 | -1.9% | 0.97% | +21.4% |
| Q1 2023 | $7,393,720 | +1.4% | 48,720 | -3.0% | 0.80% | -2.9% |
| Q4 2022 | $7,289,290 | +22.8% | 50,247 | +8.8% | 0.83% | +25.3% |
| Q3 2022 | $5,935,000 | +3.8% | 46,179 | +11.0% | 0.66% | +9.5% |
| Q2 2022 | $5,719,000 | -5.0% | 41,607 | +7.6% | 0.60% | +6.2% |
| Q1 2022 | $6,022,000 | -0.1% | 38,671 | +0.5% | 0.57% | +2.5% |
| Q4 2021 | $6,027,000 | +8.5% | 38,478 | +0.7% | 0.55% | +6.3% |
| Q3 2021 | $5,555,000 | -8.8% | 38,199 | -7.4% | 0.52% | -8.9% |
| Q2 2021 | $6,089,000 | +4.2% | 41,243 | -0.3% | 0.57% | -6.1% |
| Q1 2021 | $5,843,000 | +15.0% | 41,366 | +4.2% | 0.61% | +5.2% |
| Q4 2020 | $5,083,000 | +19.7% | 39,704 | +5.1% | 0.58% | -0.3% |
| Q3 2020 | $4,248,000 | +3.1% | 37,781 | -0.8% | 0.58% | -4.4% |
| Q2 2020 | $4,120,000 | +19.4% | 38,076 | +6.2% | 0.61% | +0.5% |
| Q1 2020 | $3,452,000 | -8.6% | 35,861 | +23.5% | 0.60% | -5.0% |
| Q4 2019 | $3,778,000 | +12.7% | 29,043 | +3.3% | 0.64% | +4.8% |
| Q3 2019 | $3,351,000 | +6.6% | 28,127 | +4.3% | 0.61% | +3.8% |
| Q2 2019 | $3,144,000 | +7.3% | 26,972 | +3.8% | 0.58% | +2.3% |
| Q1 2019 | $2,930,000 | +25.8% | 25,989 | +12.9% | 0.57% | +7.3% |
| Q4 2018 | $2,329,000 | +644.1% | 23,024 | +753.4% | 0.53% | +650.7% |
| Q3 2018 | $313,000 | +21.3% | 2,698 | +15.1% | 0.07% | +2.9% |
| Q2 2018 | $258,000 | 0.0% | 2,345 | -0.5% | 0.07% | -6.8% |
| Q1 2018 | $258,000 | -11.0% | 2,357 | -7.1% | 0.07% | -2.6% |
| Q4 2017 | $290,000 | +5.5% | 2,536 | -0.7% | 0.08% | -1.3% |
| Q3 2017 | $275,000 | +3.0% | 2,553 | +0.6% | 0.08% | -3.8% |
| Q2 2017 | $267,000 | +1.1% | 2,539 | +0.2% | 0.08% | -2.4% |
| Q1 2017 | $264,000 | -25.4% | 2,533 | -27.4% | 0.08% | -21.9% |
| Q4 2016 | $354,000 | +7.6% | 3,491 | +0.8% | 0.10% | -2.8% |
| Q3 2016 | $329,000 | -2.9% | 3,465 | -5.0% | 0.11% | -13.6% |
| Q2 2016 | $339,000 | -4.2% | 3,647 | -7.3% | 0.12% | -31.3% |
| Q1 2016 | $354,000 | -0.8% | 3,935 | -2.5% | 0.18% | +2.2% |
| Q4 2015 | $357,000 | +34.2% | 4,036 | +40.2% | 0.18% | +33.8% |
| Q2 2015 | $266,000 | +0.4% | 2,879 | +0.6% | 0.13% | -1.5% |
| Q1 2015 | $265,000 | -0.7% | 2,863 | +0.6% | 0.14% | -4.3% |
| Q4 2014 | $267,000 | – | 2,845 | – | 0.14% | – |
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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% |