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 | $19,031,913 | +8382.2% | 123,712 | +8787.4% | 0.14% | +4733.3% |
| Q2 2023 | $224,376 | +6.2% | 1,392 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $211,250 | -32.5% | 1,392 | -38.9% | 0.00% | -57.1% |
| Q2 2022 | $312,996 | +2508.3% | 2,277 | +2348.4% | 0.01% | – |
| Q4 2020 | $12,000 | +20.0% | 93 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $10,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -86.8% | 93 | -86.3% | 0.00% | -90.0% |
| Q1 2019 | $76,000 | – | 677 | – | 0.01% | – |
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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% |