ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,392,000 | -36.0% | 24,851 | -13.5% | 0.19% | -16.7% |
| Q4 2019 | $3,737,000 | +3.3% | 28,726 | -5.4% | 0.23% | -5.0% |
| Q3 2019 | $3,617,000 | +0.5% | 30,360 | -1.7% | 0.24% | +0.8% |
| Q2 2019 | $3,600,000 | +13.6% | 30,882 | +9.8% | 0.24% | -0.4% |
| Q1 2019 | $3,170,000 | +5.1% | 28,121 | -5.7% | 0.24% | -10.5% |
| Q4 2018 | $3,016,000 | -8.6% | 29,820 | +4.6% | 0.27% | -10.1% |
| Q3 2018 | $3,301,000 | +8.2% | 28,499 | +2.8% | 0.30% | +3.1% |
| Q2 2018 | $3,052,000 | -5.4% | 27,713 | -6.1% | 0.29% | -11.7% |
| Q1 2018 | $3,227,000 | -5.4% | 29,517 | -1.1% | 0.33% | -6.3% |
| Q4 2017 | $3,411,000 | +6.2% | 29,860 | +0.3% | 0.35% | -2.8% |
| Q3 2017 | $3,213,000 | +4.1% | 29,771 | +1.2% | 0.36% | -2.2% |
| Q2 2017 | $3,087,000 | +4.3% | 29,407 | +3.3% | 0.37% | -1.1% |
| Q1 2017 | $2,961,000 | -7.2% | 28,462 | -9.6% | 0.37% | -16.5% |
| Q4 2016 | $3,191,000 | +1.0% | 31,474 | -5.4% | 0.44% | -4.1% |
| Q3 2016 | $3,160,000 | -7.2% | 33,281 | -9.2% | 0.46% | -15.1% |
| Q2 2016 | $3,405,000 | -2.4% | 36,657 | -5.5% | 0.54% | -4.9% |
| Q1 2016 | $3,487,000 | +11.3% | 38,775 | +9.6% | 0.57% | +5.7% |
| Q4 2015 | $3,132,000 | -61.1% | 35,374 | -63.1% | 0.54% | -67.8% |
| Q3 2015 | $8,057,000 | +6.0% | 95,884 | +16.3% | 1.68% | -1.1% |
| Q2 2015 | $7,601,000 | +6.1% | 82,433 | +6.5% | 1.70% | -10.2% |
| Q1 2015 | $7,167,000 | +66.2% | 77,432 | +68.3% | 1.89% | +32.0% |
| Q4 2014 | $4,313,000 | +24.0% | 45,999 | +19.2% | 1.43% | +15.4% |
| Q3 2014 | $3,477,000 | +15.2% | 38,599 | +15.5% | 1.24% | +17.1% |
| Q2 2014 | $3,017,000 | +9.6% | 33,421 | +5.5% | 1.06% | -1.6% |
| Q1 2014 | $2,753,000 | -49.5% | 31,681 | -50.3% | 1.08% | -60.0% |
| Q4 2013 | $5,447,000 | +19.0% | 63,739 | +9.1% | 2.70% | +2.2% |
| Q3 2013 | $4,578,000 | +21.2% | 58,448 | +17.3% | 2.64% | -2.9% |
| Q2 2013 | $3,776,000 | – | 49,839 | – | 2.72% | – |
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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% |