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 | $13,472,385 | -10.4% | 87,574 | -6.2% | 0.22% | -5.3% |
Q2 2023 | $15,043,701 | -5.5% | 93,329 | -11.0% | 0.23% | -10.6% |
Q1 2023 | $15,913,705 | +100913.7% | 104,861 | -3.4% | 0.26% | +2.4% |
Q4 2022 | $15,754 | -99.9% | 108,596 | -3.7% | 0.25% | +2.0% |
Q3 2022 | $14,498,000 | -13.4% | 112,811 | -7.3% | 0.24% | -6.5% |
Q2 2022 | $16,733,000 | -15.5% | 121,729 | -4.3% | 0.26% | -0.4% |
Q1 2022 | $19,798,000 | +1.7% | 127,141 | +2.3% | 0.26% | +6.5% |
Q4 2021 | $19,458,000 | -2.2% | 124,234 | -9.2% | 0.25% | -45.1% |
Q3 2021 | $19,897,000 | -1.3% | 136,828 | +0.2% | 0.45% | -3.0% |
Q2 2021 | $20,161,000 | +1.9% | 136,554 | -2.5% | 0.46% | -4.5% |
Q1 2021 | $19,786,000 | +13.6% | 140,087 | +2.9% | 0.48% | +3.2% |
Q4 2020 | $17,423,000 | -5.7% | 136,097 | -20.3% | 0.47% | -18.2% |
Q3 2020 | $18,475,000 | 0.0% | 170,727 | 0.0% | 0.57% | 0.0% |
Q2 2020 | $18,475,000 | +7.6% | 170,727 | -4.3% | 0.57% | -6.8% |
Q1 2020 | $17,175,000 | -29.8% | 178,436 | -5.1% | 0.62% | -8.6% |
Q4 2019 | $24,451,000 | +5.9% | 187,954 | -3.0% | 0.67% | +21.3% |
Q3 2019 | $23,095,000 | -2.9% | 193,850 | -5.0% | 0.56% | -5.0% |
Q2 2019 | $23,783,000 | +2.2% | 204,022 | -1.1% | 0.58% | -17.6% |
Q1 2019 | $23,264,000 | +9.9% | 206,358 | -1.4% | 0.71% | +9.8% |
Q4 2018 | $21,166,000 | -11.1% | 209,283 | +1.8% | 0.65% | -8.8% |
Q3 2018 | $23,816,000 | +5.4% | 205,594 | +0.2% | 0.71% | -1.3% |
Q2 2018 | $22,591,000 | -2.7% | 205,126 | -3.4% | 0.72% | -4.4% |
Q1 2018 | $23,211,000 | -5.5% | 212,281 | -1.3% | 0.75% | -6.4% |
Q4 2017 | $24,568,000 | +9.1% | 215,055 | +3.1% | 0.80% | +3.5% |
Q3 2017 | $22,509,000 | -30.5% | 208,590 | -32.4% | 0.77% | -31.7% |
Q2 2017 | $32,386,000 | -22.1% | 308,555 | -22.7% | 1.13% | -22.0% |
Q1 2017 | $41,553,000 | +49.1% | 399,399 | +45.3% | 1.45% | +41.7% |
Q4 2016 | $27,872,000 | +12.2% | 274,933 | +5.1% | 1.03% | +2.5% |
Q3 2016 | $24,835,000 | +58.8% | 261,536 | +55.3% | 1.00% | +52.1% |
Q2 2016 | $15,642,000 | +15.3% | 168,373 | +11.6% | 0.66% | +13.6% |
Q1 2016 | $13,571,000 | +142.0% | 150,907 | +138.2% | 0.58% | +137.3% |
Q4 2015 | $5,608,000 | – | 63,351 | – | 0.24% | – |
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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% |