ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,011,000 | +3.3% | 43,507 | +3.3% | 0.01% | 0.0% |
| Q3 2019 | $4,852,000 | +1.3% | 42,133 | +1.3% | 0.01% | 0.0% |
| Q2 2019 | $4,792,000 | -21.9% | 41,607 | -23.5% | 0.01% | -22.2% |
| Q1 2019 | $6,132,000 | +25.9% | 54,395 | +13.0% | 0.01% | +12.5% |
| Q4 2018 | $4,870,000 | -14.9% | 48,147 | -2.5% | 0.01% | 0.0% |
| Q3 2018 | $5,722,000 | +9.8% | 49,394 | +4.3% | 0.01% | 0.0% |
| Q2 2018 | $5,213,000 | +8.1% | 47,338 | +7.4% | 0.01% | +14.3% |
| Q1 2018 | $4,821,000 | +6.2% | 44,089 | +11.0% | 0.01% | 0.0% |
| Q4 2017 | $4,538,000 | +19.7% | 39,723 | +13.1% | 0.01% | +16.7% |
| Q3 2017 | $3,791,000 | +15.4% | 35,127 | +12.2% | 0.01% | +20.0% |
| Q2 2017 | $3,285,000 | +14.0% | 31,302 | +13.0% | 0.01% | 0.0% |
| Q1 2017 | $2,881,000 | +3.8% | 27,696 | +1.2% | 0.01% | 0.0% |
| Q4 2016 | $2,775,000 | +16.6% | 27,373 | +9.2% | 0.01% | +25.0% |
| Q3 2016 | $2,380,000 | -39.3% | 25,067 | -40.7% | 0.00% | -42.9% |
| Q2 2016 | $3,924,000 | +7.4% | 42,244 | +4.0% | 0.01% | 0.0% |
| Q1 2016 | $3,652,000 | +8.0% | 40,608 | +6.3% | 0.01% | 0.0% |
| Q4 2015 | $3,382,000 | +13.6% | 38,199 | +7.9% | 0.01% | +16.7% |
| Q3 2015 | $2,976,000 | +80.8% | 35,412 | +27.3% | 0.01% | +100.0% |
| Q2 2015 | $1,646,000 | +59.3% | 27,815 | +59.4% | 0.00% | +50.0% |
| Q1 2015 | $1,033,000 | – | 17,452 | – | 0.00% | – |
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% |