ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $892,696 | -4.6% | 5,803 | 0.0% | 0.18% | +1.6% |
| Q2 2023 | $935,347 | +6.2% | 5,803 | 0.0% | 0.18% | +2.2% |
| Q1 2023 | $880,627 | +4.6% | 5,803 | 0.0% | 0.18% | -3.8% |
| Q4 2022 | $841,806 | +5.5% | 5,803 | 0.0% | 0.18% | -2.1% |
| Q3 2022 | $798,000 | 0.0% | 5,803 | 0.0% | 0.19% | +5.6% |
| Q2 2022 | $798,000 | -11.5% | 5,803 | +0.1% | 0.18% | -2.2% |
| Q1 2022 | $902,000 | -0.6% | 5,795 | +0.1% | 0.18% | +17.3% |
| Q4 2021 | $907,000 | +8.0% | 5,788 | +0.2% | 0.16% | +1.3% |
| Q3 2021 | $840,000 | -1.4% | 5,779 | +0.2% | 0.15% | +1.3% |
| Q2 2021 | $852,000 | +4.5% | 5,769 | 0.0% | 0.15% | -5.0% |
| Q1 2021 | $815,000 | +6.3% | 5,769 | -3.8% | 0.16% | 0.0% |
| Q4 2020 | $767,000 | +1.2% | 5,994 | -11.1% | 0.16% | -13.5% |
| Q3 2020 | $758,000 | +3.8% | 6,744 | 0.0% | 0.18% | -2.1% |
| Q2 2020 | $730,000 | +18.5% | 6,744 | +5.4% | 0.19% | -5.0% |
| Q1 2020 | $616,000 | -5.8% | 6,400 | +27.3% | 0.20% | +11.2% |
| Q4 2019 | $654,000 | +9.2% | 5,027 | 0.0% | 0.18% | -1.6% |
| Q3 2019 | $599,000 | +2.2% | 5,027 | 0.0% | 0.18% | -0.5% |
| Q2 2019 | $586,000 | 0.0% | 5,027 | -3.4% | 0.18% | -14.5% |
| Q1 2019 | $586,000 | +11.4% | 5,202 | 0.0% | 0.21% | -1.8% |
| Q4 2018 | $526,000 | -12.8% | 5,202 | 0.0% | 0.22% | 0.0% |
| Q3 2018 | $603,000 | +5.2% | 5,202 | 0.0% | 0.22% | -1.4% |
| Q2 2018 | $573,000 | +0.7% | 5,202 | 0.0% | 0.22% | +0.5% |
| Q1 2018 | $569,000 | -4.2% | 5,202 | 0.0% | 0.22% | -6.8% |
| Q4 2017 | $594,000 | +3.1% | 5,202 | -2.6% | 0.24% | -6.3% |
| Q3 2017 | $576,000 | +2.7% | 5,341 | 0.0% | 0.25% | -9.0% |
| Q2 2017 | $561,000 | +0.9% | 5,341 | 0.0% | 0.28% | -3.5% |
| Q1 2017 | $556,000 | +2.8% | 5,341 | 0.0% | 0.29% | -7.4% |
| Q4 2016 | $541,000 | +6.7% | 5,341 | 0.0% | 0.31% | -5.2% |
| Q3 2016 | $507,000 | +2.2% | 5,341 | 0.0% | 0.33% | -8.1% |
| Q2 2016 | $496,000 | +3.3% | 5,341 | 0.0% | 0.36% | -1.9% |
| Q1 2016 | $480,000 | – | 5,341 | – | 0.36% | – |
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% |