ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 515 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,207,491 | -5.8% | 40,350 | -1.3% | 0.76% | -2.6% |
| Q2 2023 | $6,586,863 | +4.8% | 40,864 | -1.4% | 0.78% | -1.9% |
| Q1 2023 | $6,287,445 | +7.3% | 41,430 | +2.5% | 0.79% | +1.3% |
| Q4 2022 | $5,861,866 | +14.1% | 40,407 | +1.1% | 0.78% | +5.9% |
| Q3 2022 | $5,137,000 | -8.0% | 39,974 | -1.5% | 0.74% | -3.4% |
| Q2 2022 | $5,581,000 | -12.5% | 40,601 | -0.9% | 0.77% | 0.0% |
| Q1 2022 | $6,378,000 | -2.5% | 40,958 | -2.0% | 0.77% | -1.4% |
| Q4 2021 | $6,544,000 | +7.4% | 41,778 | -0.3% | 0.78% | +0.4% |
| Q3 2021 | $6,095,000 | -1.8% | 41,913 | -0.3% | 0.77% | -1.0% |
| Q2 2021 | $6,207,000 | +1.1% | 42,041 | -3.3% | 0.78% | -5.0% |
| Q1 2021 | $6,140,000 | +6.5% | 43,475 | -3.4% | 0.82% | +2.5% |
| Q4 2020 | $5,763,000 | +5.6% | 45,015 | -7.2% | 0.80% | -7.5% |
| Q3 2020 | $5,456,000 | +0.5% | 48,516 | -3.3% | 0.87% | -6.8% |
| Q2 2020 | $5,431,000 | +13.4% | 50,190 | +0.8% | 0.93% | -7.1% |
| Q1 2020 | $4,791,000 | -29.9% | 49,776 | -5.3% | 1.00% | -18.3% |
| Q4 2019 | $6,839,000 | +3.3% | 52,568 | -5.4% | 1.23% | -2.6% |
| Q3 2019 | $6,623,000 | -10.4% | 55,548 | -12.4% | 1.26% | -7.6% |
| Q2 2019 | $7,392,000 | +1.4% | 63,400 | -2.0% | 1.36% | -4.5% |
| Q1 2019 | $7,288,000 | +13.8% | 64,696 | +2.3% | 1.43% | -3.5% |
| Q4 2018 | $6,407,000 | -16.6% | 63,265 | -4.7% | 1.48% | -9.4% |
| Q3 2018 | $7,682,000 | +2.7% | 66,365 | -2.2% | 1.63% | -3.4% |
| Q2 2018 | $7,479,000 | -0.5% | 67,873 | -1.3% | 1.69% | -4.9% |
| Q1 2018 | $7,516,000 | -4.4% | 68,763 | -0.1% | 1.78% | -8.6% |
| Q4 2017 | $7,865,000 | +21.7% | 68,819 | +14.9% | 1.94% | +7.0% |
| Q3 2017 | $6,463,000 | +30.8% | 59,912 | +27.3% | 1.82% | +15.8% |
| Q2 2017 | $4,942,000 | +708.8% | 47,069 | +680.7% | 1.57% | +431.5% |
| Q4 2016 | $611,000 | – | 6,029 | – | 0.30% | – |
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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% |