ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $430,752 | -4.6% | 2,800 | 0.0% | 0.10% | -2.1% |
| Q2 2023 | $451,332 | +6.2% | 2,800 | 0.0% | 0.10% | +2.1% |
| Q1 2023 | $424,928 | +4.6% | 2,800 | 0.0% | 0.10% | +2.2% |
| Q4 2022 | $406,196 | +12.8% | 2,800 | 0.0% | 0.09% | -4.1% |
| Q3 2022 | $360,000 | -6.5% | 2,800 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $385,000 | -11.7% | 2,800 | 0.0% | 0.10% | +8.9% |
| Q1 2022 | $436,000 | -0.7% | 2,800 | 0.0% | 0.09% | 0.0% |
| Q4 2021 | $439,000 | +7.9% | 2,800 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $407,000 | -1.5% | 2,800 | 0.0% | 0.09% | -8.1% |
| Q2 2021 | $413,000 | +4.6% | 2,800 | 0.0% | 0.10% | -10.0% |
| Q1 2021 | $395,000 | +10.3% | 2,800 | 0.0% | 0.11% | 0.0% |
| Q4 2020 | $358,000 | +13.7% | 2,800 | 0.0% | 0.11% | -4.3% |
| Q3 2020 | $315,000 | +4.0% | 2,800 | 0.0% | 0.12% | +0.9% |
| Q2 2020 | $303,000 | +12.2% | 2,800 | 0.0% | 0.11% | -5.0% |
| Q1 2020 | $270,000 | -25.8% | 2,800 | 0.0% | 0.12% | -7.0% |
| Q4 2019 | $364,000 | +9.0% | 2,800 | 0.0% | 0.13% | +0.8% |
| Q3 2019 | $334,000 | +2.5% | 2,800 | 0.0% | 0.13% | -3.8% |
| Q2 2019 | $326,000 | +3.2% | 2,800 | 0.0% | 0.13% | -3.6% |
| Q1 2019 | $316,000 | +11.7% | 2,800 | 0.0% | 0.14% | +2.2% |
| Q4 2018 | $283,000 | -12.7% | 2,800 | 0.0% | 0.14% | -3.6% |
| Q3 2018 | $324,000 | +5.2% | 2,800 | 0.0% | 0.14% | -0.7% |
| Q2 2018 | $308,000 | +0.7% | 2,800 | 0.0% | 0.14% | +0.7% |
| Q1 2018 | $306,000 | -4.4% | 2,800 | 0.0% | 0.14% | -2.8% |
| Q4 2017 | $320,000 | +6.0% | 2,800 | 0.0% | 0.14% | 0.0% |
| Q3 2017 | $302,000 | – | 2,800 | – | 0.14% | – |
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% |