ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,124,109 | -4.6% | 13,807 | 0.0% | 0.49% | +2.3% |
| Q2 2023 | $2,225,593 | +6.3% | 13,807 | +0.0% | 0.48% | +1.0% |
| Q1 2023 | $2,094,606 | +4.7% | 13,802 | +0.1% | 0.48% | +0.2% |
| Q4 2022 | $2,001,257 | +13.4% | 13,795 | +0.4% | 0.48% | +7.0% |
| Q3 2022 | $1,765,000 | +156.2% | 13,734 | +174.0% | 0.44% | +166.5% |
| Q2 2022 | $689,000 | +24.4% | 5,012 | +41.0% | 0.17% | +47.8% |
| Q1 2022 | $554,000 | -0.5% | 3,555 | +0.1% | 0.11% | +6.6% |
| Q4 2021 | $557,000 | +23.2% | 3,553 | +14.3% | 0.11% | +6.0% |
| Q3 2021 | $452,000 | -9.6% | 3,108 | -8.2% | 0.10% | -10.7% |
| Q2 2021 | $500,000 | +4.6% | 3,385 | 0.0% | 0.11% | +2.8% |
| Q1 2021 | $478,000 | +10.4% | 3,385 | 0.0% | 0.11% | -2.7% |
| Q4 2020 | $433,000 | +13.6% | 3,385 | 0.0% | 0.11% | -0.9% |
| Q3 2020 | $381,000 | +4.1% | 3,385 | 0.0% | 0.11% | 0.0% |
| Q2 2020 | $366,000 | +12.3% | 3,385 | 0.0% | 0.11% | -5.8% |
| Q1 2020 | $326,000 | -25.9% | 3,385 | 0.0% | 0.12% | +5.3% |
| Q4 2019 | $440,000 | +9.2% | 3,385 | 0.0% | 0.11% | -1.7% |
| Q3 2019 | $403,000 | -1.7% | 3,385 | -3.7% | 0.12% | -1.7% |
| Q2 2019 | $410,000 | +3.5% | 3,515 | 0.0% | 0.12% | +0.9% |
| Q1 2019 | $396,000 | -5.0% | 3,515 | -14.7% | 0.12% | +10.4% |
| Q4 2018 | $417,000 | -12.6% | 4,120 | 0.0% | 0.11% | -25.4% |
| Q3 2018 | $477,000 | +5.1% | 4,120 | 0.0% | 0.14% | -30.7% |
| Q2 2018 | $454,000 | -2.6% | 4,120 | -3.3% | 0.20% | -14.2% |
| Q1 2018 | $466,000 | -4.3% | 4,260 | 0.0% | 0.24% | -13.7% |
| Q4 2017 | $487,000 | – | 4,260 | – | 0.28% | – |
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% |