ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,040 | -16.1% | 6,762 | -12.0% | 0.00% | -25.0% |
| Q2 2023 | $1,239 | -0.2% | 7,687 | -6.1% | 0.00% | 0.0% |
| Q1 2023 | $1,242 | -3.0% | 8,183 | -7.3% | 0.00% | -20.0% |
| Q4 2022 | $1,281 | -99.9% | 8,830 | -0.3% | 0.01% | +25.0% |
| Q3 2022 | $1,138,000 | -12.5% | 8,855 | -6.4% | 0.00% | -20.0% |
| Q2 2022 | $1,300,000 | -11.9% | 9,459 | -0.1% | 0.01% | 0.0% |
| Q1 2022 | $1,475,000 | -60.0% | 9,472 | -59.7% | 0.01% | -54.5% |
| Q4 2021 | $3,685,000 | +185.0% | 23,525 | +164.7% | 0.01% | +175.0% |
| Q3 2021 | $1,293,000 | -20.0% | 8,889 | -18.8% | 0.00% | -20.0% |
| Q2 2021 | $1,616,000 | -41.6% | 10,948 | -44.1% | 0.01% | -37.5% |
| Q1 2021 | $2,766,000 | +414.1% | 19,583 | +366.4% | 0.01% | +300.0% |
| Q4 2020 | $538,000 | -64.3% | 4,199 | -74.9% | 0.00% | -60.0% |
| Q3 2014 | $1,507,000 | +0.9% | 16,736 | +1.1% | 0.01% | 0.0% |
| Q2 2014 | $1,494,000 | – | 16,550 | – | 0.01% | – |
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% |