ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $641,059 | +23.6% | 4,167 | +29.5% | 0.04% | +25.7% |
Q2 2023 | $518,556 | +9.6% | 3,217 | +3.1% | 0.04% | +2.9% |
Q1 2023 | $473,282 | +4.8% | 3,119 | +0.2% | 0.03% | -2.9% |
Q4 2022 | $451,747 | +13.2% | 3,114 | +0.4% | 0.04% | +2.9% |
Q3 2022 | $399,000 | -6.3% | 3,101 | 0.0% | 0.03% | -5.6% |
Q2 2022 | $426,000 | -11.4% | 3,101 | +0.1% | 0.04% | +2.9% |
Q1 2022 | $481,000 | -0.6% | 3,097 | +0.1% | 0.04% | +6.1% |
Q4 2021 | $484,000 | +8.0% | 3,093 | +0.4% | 0.03% | -2.9% |
Q3 2021 | $448,000 | -1.5% | 3,082 | 0.0% | 0.03% | -2.9% |
Q2 2021 | $455,000 | +4.8% | 3,082 | +0.3% | 0.04% | -7.9% |
Q1 2021 | $434,000 | +10.2% | 3,074 | 0.0% | 0.04% | -2.6% |
Q4 2020 | $394,000 | +14.2% | 3,074 | +0.2% | 0.04% | -13.3% |
Q3 2020 | $345,000 | +27.8% | 3,068 | +22.8% | 0.04% | +18.4% |
Q2 2020 | $270,000 | +12.5% | 2,499 | +0.2% | 0.04% | -9.5% |
Q1 2020 | $240,000 | -44.8% | 2,494 | -25.4% | 0.04% | -26.3% |
Q4 2019 | $435,000 | +9.3% | 3,342 | +0.1% | 0.06% | 0.0% |
Q3 2019 | $398,000 | +975.7% | 3,337 | +824.4% | 0.06% | +714.3% |
Q4 2016 | $37,000 | +8.8% | 361 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $34,000 | 0.0% | 361 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $34,000 | -58.5% | 361 | -60.4% | 0.01% | -61.1% |
Q1 2016 | $82,000 | +156.2% | 911 | +152.4% | 0.02% | +125.0% |
Q4 2015 | $32,000 | +6.7% | 361 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $30,000 | -9.1% | 361 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $33,000 | -17.5% | 361 | -15.5% | 0.01% | -27.3% |
Q4 2014 | $40,000 | +5.3% | 427 | 0.0% | 0.01% | -8.3% |
Q3 2014 | $38,000 | +35.7% | 427 | +13.6% | 0.01% | -14.3% |
Q1 2013 | $28,000 | +12.0% | 376 | 0.0% | 0.01% | -12.5% |
Q4 2012 | $25,000 | – | 376 | – | 0.02% | – |
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% |