ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $12,000 | -7.7% | 91 | +11.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | +116.7% | 82 | +105.0% | 0.00% | +100.0% |
| Q4 2021 | $6,000 | -83.3% | 40 | -87.9% | 0.00% | -93.3% |
| Q2 2020 | $36,000 | -96.3% | 331 | -96.7% | 0.03% | -97.0% |
| Q1 2020 | $963,000 | -20.4% | 10,005 | +7.6% | 1.00% | -59.5% |
| Q4 2019 | $1,210,000 | +10.2% | 9,302 | +0.9% | 2.47% | +3.8% |
| Q3 2019 | $1,098,000 | +7.4% | 9,220 | +5.1% | 2.38% | -3.8% |
| Q2 2019 | $1,022,000 | +4.4% | 8,770 | +1.0% | 2.47% | -47.2% |
| Q1 2019 | $979,000 | – | 8,683 | – | 4.68% | – |
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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% |