ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $118,833,000 | +26.3% | 918,212 | +16.3% | 0.75% | +15.3% |
Q3 2019 | $94,091,000 | +1.9% | 789,757 | -0.2% | 0.65% | -2.7% |
Q2 2019 | $92,332,000 | +2.6% | 790,997 | -0.7% | 0.67% | -3.1% |
Q1 2019 | $90,001,000 | +3.7% | 796,766 | -7.0% | 0.69% | -11.9% |
Q4 2018 | $86,753,000 | -4.3% | 856,822 | +9.6% | 0.78% | +2.9% |
Q3 2018 | $90,652,000 | +13.7% | 782,095 | +7.0% | 0.76% | +2.2% |
Q2 2018 | $79,725,000 | 0.0% | 731,077 | 0.0% | 0.74% | 0.0% |
Q1 2018 | $79,725,000 | +3.7% | 731,077 | +8.7% | 0.74% | +1.2% |
Q4 2017 | $76,869,000 | +30.2% | 672,861 | +23.0% | 0.73% | +14.7% |
Q3 2017 | $59,038,000 | +4.4% | 547,099 | +1.6% | 0.64% | -3.6% |
Q2 2017 | $56,527,000 | +8.2% | 538,557 | +7.2% | 0.66% | +0.3% |
Q1 2017 | $52,245,000 | +8.2% | 502,160 | +4.6% | 0.66% | -1.5% |
Q4 2016 | $48,293,000 | +6.3% | 479,873 | +0.2% | 0.67% | -1.3% |
Q3 2016 | $45,439,000 | -28.0% | 478,686 | -29.5% | 0.68% | -32.4% |
Q2 2016 | $63,087,000 | -12.7% | 679,094 | -15.6% | 1.01% | -20.8% |
Q1 2016 | $72,306,000 | +144.5% | 804,232 | +140.9% | 1.27% | +132.5% |
Q4 2015 | $29,576,000 | +19.1% | 333,797 | +12.9% | 0.55% | +6.8% |
Q3 2015 | $24,837,000 | -17.2% | 295,564 | -9.1% | 0.51% | -7.6% |
Q2 2015 | $29,987,000 | +18.4% | 325,116 | +18.9% | 0.55% | +14.0% |
Q1 2015 | $25,317,000 | +29.7% | 273,537 | +31.4% | 0.49% | +12.5% |
Q4 2014 | $19,515,000 | +100.6% | 208,122 | +90.7% | 0.43% | +63.0% |
Q3 2014 | $9,727,000 | +132.0% | 109,140 | +135.0% | 0.26% | +130.4% |
Q2 2014 | $4,193,000 | +32.4% | 46,448 | +27.5% | 0.12% | +25.0% |
Q1 2014 | $3,166,000 | +13.5% | 36,428 | +11.6% | 0.09% | +7.0% |
Q4 2013 | $2,790,000 | +2.2% | 32,643 | -6.4% | 0.09% | -7.5% |
Q3 2013 | $2,730,000 | -30.9% | 34,861 | -33.1% | 0.09% | -34.0% |
Q2 2013 | $3,951,000 | – | 52,146 | – | 0.14% | – |
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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% |