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 | $591,361 | -4.6% | 3,844 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $619,614 | +6.2% | 3,844 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $583,365 | -15.5% | 3,844 | -19.2% | 0.02% | -20.0% |
| Q4 2022 | $690,388 | +35.4% | 4,759 | +19.9% | 0.02% | +17.6% |
| Q3 2022 | $510,000 | -21.3% | 3,970 | -15.8% | 0.02% | -22.7% |
| Q2 2022 | $648,000 | -12.4% | 4,713 | -0.8% | 0.02% | 0.0% |
| Q1 2022 | $740,000 | -0.5% | 4,750 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $744,000 | +6.1% | 4,750 | -1.5% | 0.02% | -4.2% |
| Q3 2021 | $701,000 | -0.3% | 4,820 | +1.2% | 0.02% | -14.3% |
| Q2 2021 | $703,000 | +20.2% | 4,763 | +15.1% | 0.03% | +7.7% |
| Q1 2021 | $585,000 | +10.4% | 4,139 | 0.0% | 0.03% | +4.0% |
| Q4 2020 | $530,000 | +349.2% | 4,139 | +295.7% | 0.02% | +316.7% |
| Q3 2020 | $118,000 | +9.3% | 1,046 | +5.1% | 0.01% | -14.3% |
| Q2 2020 | $108,000 | -44.6% | 995 | -50.9% | 0.01% | -58.8% |
| Q1 2020 | $195,000 | -66.8% | 2,025 | -55.1% | 0.02% | -60.5% |
| Q4 2019 | $587,000 | +79.0% | 4,510 | +63.9% | 0.04% | +59.3% |
| Q3 2019 | $328,000 | +18.4% | 2,752 | +15.8% | 0.03% | +12.5% |
| Q2 2019 | $277,000 | +58.3% | 2,377 | +53.3% | 0.02% | +60.0% |
| Q1 2019 | $175,000 | +11.5% | 1,551 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $157,000 | +45.4% | 1,551 | +66.8% | 0.02% | +36.4% |
| Q3 2018 | $108,000 | +5.9% | 930 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $102,000 | 0.0% | 930 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $102,000 | +1175.0% | 930 | +944.9% | 0.01% | +1100.0% |
| Q3 2016 | $8,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | -90.2% | 89 | -89.9% | 0.00% | -94.4% |
| Q2 2015 | $82,000 | 0.0% | 884 | 0.0% | 0.02% | -10.0% |
| Q1 2015 | $82,000 | – | 884 | – | 0.02% | – |
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% |