ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 294 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,745 | -51.7% | 3,957 | -49.4% | 0.00% | -100.0% |
| Q2 2023 | $1,260,828 | -33.4% | 7,822 | -37.3% | 0.00% | 0.0% |
| Q1 2023 | $1,893,206 | +4.6% | 12,475 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,809,748 | +12.9% | 12,475 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,603,000 | -6.9% | 12,475 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $1,721,000 | -8.3% | 12,521 | +4.0% | 0.00% | 0.0% |
| Q1 2022 | $1,876,000 | +36.6% | 12,045 | +37.3% | 0.00% | 0.0% |
| Q4 2021 | $1,373,000 | +5.9% | 8,770 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $1,296,000 | -1.4% | 8,909 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,315,000 | +90.6% | 8,909 | +82.5% | 0.00% | – |
| Q1 2021 | $690,000 | +10.0% | 4,881 | -0.3% | 0.00% | – |
| Q4 2020 | $627,000 | +11.2% | 4,896 | -2.4% | 0.00% | – |
| Q3 2020 | $564,000 | +4.1% | 5,016 | +0.2% | 0.00% | – |
| Q2 2020 | $542,000 | -45.9% | 5,005 | -51.9% | 0.00% | -100.0% |
| Q1 2020 | $1,001,000 | -3.9% | 10,399 | +29.7% | 0.00% | 0.0% |
| Q4 2019 | $1,042,000 | +43.7% | 8,016 | +31.6% | 0.00% | 0.0% |
| Q3 2019 | $725,000 | +34.3% | 6,091 | +31.0% | 0.00% | – |
| Q2 2019 | $540,000 | +167.3% | 4,650 | +158.5% | 0.00% | – |
| Q1 2019 | $202,000 | +55.4% | 1,799 | +39.2% | 0.00% | – |
| Q4 2018 | $130,000 | -13.3% | 1,292 | +0.2% | 0.00% | – |
| Q3 2018 | $150,000 | +5.6% | 1,290 | 0.0% | 0.00% | – |
| Q2 2018 | $142,000 | -97.5% | 1,290 | -97.5% | 0.00% | -100.0% |
| Q1 2018 | $5,607,000 | -22.3% | 51,290 | -33.3% | 0.00% | -25.0% |
| Q4 2014 | $7,214,000 | +14.1% | 76,947 | +9.6% | 0.00% | 0.0% |
| Q3 2014 | $6,323,000 | -3.4% | 70,207 | -3.2% | 0.00% | 0.0% |
| Q2 2014 | $6,543,000 | +55.2% | 72,495 | +49.3% | 0.00% | +33.3% |
| Q1 2014 | $4,217,000 | -31.5% | 48,544 | -32.6% | 0.00% | -25.0% |
| Q4 2013 | $6,157,000 | -45.7% | 72,073 | -50.2% | 0.00% | -50.0% |
| Q3 2013 | $11,342,000 | – | 144,850 | – | 0.01% | – |
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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% |