ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 527 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $654,000 | -0.5% | 4,197 | 0.0% | 0.15% | +4.9% |
| Q4 2021 | $657,000 | +1.7% | 4,197 | 0.0% | 0.14% | +3.6% |
| Q3 2021 | $646,000 | -66.2% | 4,197 | -67.6% | 0.14% | -81.6% |
| Q2 2021 | $1,913,000 | +222.6% | 12,958 | +208.7% | 0.75% | +406.8% |
| Q1 2021 | $593,000 | +10.4% | 4,197 | 0.0% | 0.15% | -1.3% |
| Q4 2020 | $537,000 | +13.8% | 4,197 | 0.0% | 0.15% | -2.0% |
| Q3 2020 | $472,000 | +5.4% | 4,197 | +1.5% | 0.15% | -3.2% |
| Q2 2020 | $448,000 | +12.6% | 4,137 | 0.0% | 0.16% | -10.2% |
| Q1 2020 | $398,000 | -26.0% | 4,137 | 0.0% | 0.18% | -6.4% |
| Q4 2019 | $538,000 | +9.1% | 4,137 | 0.0% | 0.19% | +6.2% |
| Q3 2019 | $493,000 | +2.3% | 4,137 | 0.0% | 0.18% | -1.1% |
| Q2 2019 | $482,000 | +3.4% | 4,137 | 0.0% | 0.18% | +4.7% |
| Q1 2019 | $466,000 | +11.5% | 4,137 | 0.0% | 0.17% | -8.1% |
| Q4 2018 | $418,000 | -12.7% | 4,137 | 0.0% | 0.19% | -1.6% |
| Q3 2018 | $479,000 | +5.0% | 4,137 | 0.0% | 0.19% | -1.6% |
| Q2 2018 | $456,000 | +0.9% | 4,137 | 0.0% | 0.19% | +5.5% |
| Q1 2018 | $452,000 | -0.9% | 4,137 | +3.6% | 0.18% | +12.3% |
| Q4 2017 | $456,000 | +5.8% | 3,995 | 0.0% | 0.16% | -23.9% |
| Q3 2017 | $431,000 | +2.9% | 3,995 | 0.0% | 0.21% | +8.1% |
| Q2 2017 | $419,000 | – | 3,995 | – | 0.20% | – |
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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% |