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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,212,065 | -36.0% | 14,379 | -32.9% | 0.11% | -33.3% |
| Q2 2023 | $3,454,785 | +89.6% | 21,433 | +78.5% | 0.16% | +81.3% |
| Q1 2023 | $1,821,727 | +23.0% | 12,004 | +17.6% | 0.09% | 0.0% |
| Q4 2022 | $1,481,020 | +22.6% | 10,209 | +8.6% | 0.09% | +5.8% |
| Q3 2022 | $1,208,000 | +2.9% | 9,402 | +10.1% | 0.09% | +22.9% |
| Q2 2022 | $1,174,000 | -8.9% | 8,543 | +3.2% | 0.07% | +12.9% |
| Q1 2022 | $1,289,000 | +22.4% | 8,278 | +23.1% | 0.06% | +17.0% |
| Q4 2021 | $1,053,000 | +7.7% | 6,723 | 0.0% | 0.05% | -3.6% |
| Q3 2021 | $978,000 | -1.5% | 6,723 | 0.0% | 0.06% | -5.2% |
| Q2 2021 | $993,000 | +4.5% | 6,723 | 0.0% | 0.06% | -6.5% |
| Q1 2021 | $950,000 | +9.7% | 6,723 | 0.0% | 0.06% | -6.1% |
| Q4 2020 | $866,000 | +13.8% | 6,723 | 0.0% | 0.07% | +15.8% |
| Q3 2020 | $761,000 | +4.7% | 6,723 | 0.0% | 0.06% | +29.5% |
| Q2 2020 | $727,000 | +12.4% | 6,723 | 0.0% | 0.04% | -15.4% |
| Q1 2020 | $647,000 | -26.1% | 6,723 | 0.0% | 0.05% | -23.5% |
| Q4 2019 | $875,000 | +9.2% | 6,723 | 0.0% | 0.07% | +4.6% |
| Q3 2019 | $801,000 | +33.1% | 6,723 | +30.1% | 0.06% | +35.4% |
| Q2 2019 | $602,000 | +3.4% | 5,166 | 0.0% | 0.05% | +2.1% |
| Q1 2019 | $582,000 | +11.5% | 5,166 | 0.0% | 0.05% | +4.4% |
| Q4 2018 | $522,000 | – | 5,166 | – | 0.04% | – |
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% |