ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $44,305 | -4.6% | 288 | 0.0% | 0.00% | – |
Q2 2023 | $46,422 | +6.2% | 288 | 0.0% | 0.00% | – |
Q1 2023 | $43,706 | +7.6% | 288 | +2.9% | 0.00% | – |
Q4 2022 | $40,619 | -98.0% | 280 | -98.2% | 0.00% | -100.0% |
Q3 2022 | $2,048,000 | -5.7% | 15,935 | +0.8% | 0.01% | 0.0% |
Q2 2022 | $2,172,000 | -12.3% | 15,808 | -0.7% | 0.01% | +12.5% |
Q1 2022 | $2,478,000 | -0.0% | 15,916 | +0.5% | 0.01% | 0.0% |
Q4 2021 | $2,479,000 | +6.5% | 15,831 | -1.1% | 0.01% | -11.1% |
Q3 2021 | $2,328,000 | +5578.0% | 16,013 | +5639.4% | 0.01% | – |
Q2 2021 | $41,000 | +5.1% | 279 | 0.0% | 0.00% | – |
Q1 2021 | $39,000 | +11.4% | 279 | 0.0% | 0.00% | – |
Q4 2020 | $35,000 | +12.9% | 279 | 0.0% | 0.00% | – |
Q3 2020 | $31,000 | +3.3% | 279 | 0.0% | 0.00% | – |
Q2 2020 | $30,000 | -14.3% | 279 | -23.6% | 0.00% | – |
Q1 2020 | $35,000 | -49.3% | 365 | -31.9% | 0.00% | – |
Q4 2019 | $69,000 | -32.4% | 536 | -37.7% | 0.00% | -100.0% |
Q3 2019 | $102,000 | +2.0% | 861 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $100,000 | +29.9% | 861 | +24.8% | 0.00% | – |
Q1 2019 | $77,000 | +11.6% | 690 | 0.0% | 0.00% | – |
Q4 2018 | $69,000 | -12.7% | 690 | 0.0% | 0.00% | – |
Q3 2018 | $79,000 | +97.5% | 690 | +89.0% | 0.00% | – |
Q2 2018 | $40,000 | +2.6% | 365 | 0.0% | 0.00% | – |
Q1 2018 | $39,000 | -4.9% | 365 | 0.0% | 0.00% | – |
Q4 2017 | $41,000 | +5.1% | 365 | 0.0% | 0.00% | – |
Q3 2017 | $39,000 | +333.3% | 365 | +324.4% | 0.00% | – |
Q2 2017 | $9,000 | +12.5% | 86 | 0.0% | 0.00% | – |
Q1 2017 | $8,000 | 0.0% | 86 | 0.0% | 0.00% | – |
Q4 2016 | $8,000 | 0.0% | 86 | 0.0% | 0.00% | – |
Q3 2016 | $8,000 | +14.3% | 86 | 0.0% | 0.00% | – |
Q2 2016 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
Q1 2016 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
Q4 2015 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
Q3 2015 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
Q2 2015 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
Q1 2015 | $7,000 | -12.5% | 86 | 0.0% | 0.00% | – |
Q4 2014 | $8,000 | +14.3% | 86 | 0.0% | 0.00% | – |
Q3 2014 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
Q2 2014 | $7,000 | – | 86 | – | 0.00% | – |
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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% |