ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 524 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,374 | -4.6% | 1,842 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $296,912 | +6.2% | 1,842 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $279,542 | +4.6% | 1,842 | 0.0% | 0.02% | +4.8% |
| Q4 2022 | $267,219 | +12.8% | 1,842 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $237,000 | -6.3% | 1,842 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $253,000 | -11.8% | 1,842 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $287,000 | -0.7% | 1,842 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $289,000 | +7.8% | 1,842 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $268,000 | -1.5% | 1,842 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $272,000 | +4.6% | 1,842 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $260,000 | +10.2% | 1,842 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $236,000 | +14.0% | 1,842 | 0.0% | 0.02% | +5.3% |
| Q3 2020 | $207,000 | -13.8% | 1,842 | 0.0% | 0.02% | -17.4% |
| Q4 2019 | $240,000 | +9.6% | 1,842 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $219,000 | +1.9% | 1,842 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $215,000 | +3.4% | 1,842 | 0.0% | 0.02% | -4.3% |
| Q1 2019 | $208,000 | -8.8% | 1,842 | -6.4% | 0.02% | -4.2% |
| Q3 2018 | $228,000 | -13.6% | 1,967 | -17.8% | 0.02% | -20.0% |
| Q2 2018 | $264,000 | -1.1% | 2,394 | -1.8% | 0.03% | -3.2% |
| Q1 2018 | $267,000 | -4.3% | 2,439 | 0.0% | 0.03% | -3.1% |
| Q4 2017 | $279,000 | +6.1% | 2,439 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $263,000 | +2.7% | 2,439 | 0.0% | 0.03% | +3.2% |
| Q2 2017 | $256,000 | +0.8% | 2,439 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $254,000 | +2.8% | 2,439 | 0.0% | 0.03% | -3.1% |
| Q4 2016 | $247,000 | -29.8% | 2,439 | -35.8% | 0.03% | -31.9% |
| Q2 2016 | $352,000 | – | 3,797 | – | 0.05% | – |
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% |