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 | $6,869 | -7.2% | 44,648 | -2.7% | 2.91% | -2.9% |
Q2 2023 | $7,400 | +4.9% | 45,910 | -1.2% | 3.00% | -2.2% |
Q1 2023 | $7,055 | +3.4% | 46,485 | -1.2% | 3.07% | -4.1% |
Q4 2022 | $6,826 | -99.9% | 47,056 | -4.1% | 3.20% | -4.5% |
Q3 2022 | $6,309,000 | -6.5% | 49,089 | 0.0% | 3.35% | -2.6% |
Q2 2022 | $6,748,000 | -12.0% | 49,089 | -0.3% | 3.44% | -1.9% |
Q1 2022 | $7,667,000 | -1.7% | 49,237 | -1.1% | 3.51% | +2.5% |
Q4 2021 | $7,801,000 | +6.5% | 49,806 | -1.1% | 3.42% | -2.0% |
Q3 2021 | $7,326,000 | -3.2% | 50,377 | -1.7% | 3.50% | -1.9% |
Q2 2021 | $7,565,000 | +3.4% | 51,240 | -1.1% | 3.56% | -17.2% |
Q1 2021 | $7,319,000 | +10.1% | 51,820 | -0.2% | 4.30% | -0.4% |
Q4 2020 | $6,645,000 | +12.2% | 51,908 | -1.4% | 4.32% | -3.0% |
Q3 2020 | $5,920,000 | +31.9% | 52,649 | +26.9% | 4.45% | +22.7% |
Q2 2020 | $4,489,000 | -34.4% | 41,483 | -41.7% | 3.63% | -46.7% |
Q1 2020 | $6,847,000 | -20.3% | 71,136 | +7.7% | 6.81% | +7.5% |
Q4 2019 | $8,596,000 | +10.6% | 66,078 | +1.3% | 6.33% | +2.4% |
Q3 2019 | $7,773,000 | +6.6% | 65,241 | +4.2% | 6.18% | +6.0% |
Q2 2019 | $7,295,000 | +75.8% | 62,583 | +70.0% | 5.83% | +65.5% |
Q1 2019 | $4,150,000 | -55.3% | 36,807 | -59.9% | 3.52% | -60.0% |
Q4 2018 | $9,282,000 | -42.2% | 91,772 | -33.8% | 8.80% | -30.7% |
Q3 2018 | $16,061,000 | -20.5% | 138,648 | -24.4% | 12.71% | -24.8% |
Q2 2018 | $20,202,000 | +50.8% | 183,436 | +49.7% | 16.91% | +44.9% |
Q1 2018 | $13,396,000 | -6.4% | 122,518 | -2.2% | 11.67% | -7.8% |
Q4 2017 | $14,312,000 | – | 125,281 | – | 12.66% | – |
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% |