ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,360,582 | -9.6% | 8,894 | -4.7% | 0.24% | -9.0% |
| Q2 2023 | $1,505,028 | +4.8% | 9,337 | -1.3% | 0.27% | -4.3% |
| Q1 2023 | $1,436,104 | +3.2% | 9,463 | -1.3% | 0.28% | -5.4% |
| Q4 2022 | $1,391,512 | +12.9% | 9,592 | 0.0% | 0.30% | +0.3% |
| Q3 2022 | $1,233,000 | +8.0% | 9,592 | +15.3% | 0.29% | +8.1% |
| Q2 2022 | $1,142,000 | -21.0% | 8,320 | -10.2% | 0.27% | -6.2% |
| Q1 2022 | $1,445,000 | -5.4% | 9,270 | -4.9% | 0.29% | -5.2% |
| Q4 2021 | $1,527,000 | +0.1% | 9,743 | -7.2% | 0.31% | -35.2% |
| Q3 2021 | $1,526,000 | -4.3% | 10,496 | -3.0% | 0.47% | +0.4% |
| Q2 2021 | $1,595,000 | +15.2% | 10,817 | -0.0% | 0.47% | -13.6% |
| Q4 2020 | $1,385,000 | +19.8% | 10,821 | +5.0% | 0.54% | -10.2% |
| Q3 2020 | $1,156,000 | +4.7% | 10,310 | +1.2% | 0.61% | -21.2% |
| Q2 2020 | $1,104,000 | +21.5% | 10,190 | +7.6% | 0.77% | -14.5% |
| Q1 2020 | $909,000 | -26.2% | 9,473 | 0.0% | 0.90% | -13.0% |
| Q4 2019 | $1,232,000 | – | 9,473 | – | 1.03% | – |
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% |