ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,803 | +129.5% | 23,595 | +116.1% | 0.00% | +200.0% |
| Q1 2023 | $1,657 | -99.4% | 10,919 | +564.6% | 0.00% | – |
| Q4 2021 | $257,000 | – | 1,643 | +32.8% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1,237 | -51.3% | 0.00% | – |
| Q3 2020 | $285,000 | -39.2% | 2,538 | -29.7% | 0.00% | -100.0% |
| Q4 2019 | $469,000 | – | 3,611 | +180450.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q3 2018 | $176,000 | -22.1% | 1,521 | -26.6% | 0.00% | -90.0% |
| Q1 2018 | $226,000 | +679.3% | 2,071 | +616.6% | 0.01% | +400.0% |
| Q4 2016 | $29,000 | -19.4% | 289 | -24.9% | 0.00% | 0.0% |
| Q3 2016 | $36,000 | -16.3% | 385 | -16.8% | 0.00% | -33.3% |
| Q2 2016 | $43,000 | -93.2% | 463 | -93.5% | 0.00% | -94.1% |
| Q1 2016 | $635,000 | +31650.0% | 7,069 | +23463.3% | 0.05% | – |
| Q4 2015 | $2,000 | – | 30 | – | 0.00% | – |
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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% |