ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $541 | -99.9% | 3,728 | -3.8% | 0.02% | 0.0% |
| Q3 2022 | $498,000 | -6.6% | 3,875 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $533,000 | -12.3% | 3,875 | -0.8% | 0.02% | 0.0% |
| Q1 2022 | $608,000 | -2.7% | 3,907 | -2.0% | 0.02% | 0.0% |
| Q4 2021 | $625,000 | +6.8% | 3,988 | -0.8% | 0.02% | -5.3% |
| Q3 2021 | $585,000 | -3.5% | 4,022 | -2.0% | 0.02% | -5.0% |
| Q2 2021 | $606,000 | -93.4% | 4,104 | -93.6% | 0.02% | -93.8% |
| Q1 2021 | $9,113,000 | +1652.5% | 64,522 | +1489.6% | 0.32% | +1520.0% |
| Q4 2020 | $520,000 | +14.3% | 4,059 | +0.2% | 0.02% | 0.0% |
| Q3 2020 | $455,000 | +3.4% | 4,051 | -0.3% | 0.02% | -4.8% |
| Q2 2020 | $440,000 | +12.8% | 4,064 | +0.3% | 0.02% | -4.5% |
| Q1 2020 | $390,000 | -26.0% | 4,051 | 0.0% | 0.02% | -8.3% |
| Q4 2019 | $527,000 | +6.5% | 4,051 | -2.4% | 0.02% | -4.0% |
| Q3 2019 | $495,000 | +2.3% | 4,152 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $484,000 | +3.4% | 4,152 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $468,000 | +11.4% | 4,152 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $420,000 | -12.7% | 4,152 | 0.0% | 0.03% | -6.9% |
| Q3 2018 | $481,000 | +5.3% | 4,152 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $457,000 | +0.7% | 4,152 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $454,000 | -4.2% | 4,152 | 0.0% | 0.03% | -6.5% |
| Q4 2017 | $474,000 | +6.0% | 4,152 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $447,000 | +1.4% | 4,152 | -1.2% | 0.03% | -6.1% |
| Q2 2017 | $441,000 | +0.5% | 4,202 | -0.2% | 0.03% | -5.7% |
| Q1 2017 | $439,000 | +4.0% | 4,211 | +1.3% | 0.04% | -2.8% |
| Q4 2016 | $422,000 | +6.8% | 4,157 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $395,000 | +2.1% | 4,157 | -1.7% | 0.04% | -7.7% |
| Q2 2016 | $387,000 | +1.8% | 4,229 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $380,000 | -1.6% | 4,229 | -2.9% | 0.04% | -9.3% |
| Q4 2015 | $386,000 | +3.8% | 4,357 | -1.2% | 0.04% | +2.4% |
| Q3 2015 | $372,000 | -11.2% | 4,409 | -2.9% | 0.04% | -8.7% |
| Q2 2015 | $419,000 | -0.5% | 4,541 | -0.1% | 0.05% | -2.1% |
| Q1 2015 | $421,000 | -1.2% | 4,546 | +0.1% | 0.05% | -9.6% |
| Q4 2014 | $426,000 | -2.3% | 4,540 | -6.2% | 0.05% | -10.3% |
| Q3 2014 | $436,000 | +0.9% | 4,842 | +1.1% | 0.06% | -4.9% |
| Q2 2014 | $432,000 | +26.7% | 4,789 | +22.0% | 0.06% | +13.0% |
| Q1 2014 | $341,000 | +1.8% | 3,925 | 0.0% | 0.05% | -6.9% |
| Q4 2013 | $335,000 | +9.1% | 3,925 | +0.0% | 0.06% | +1.8% |
| Q3 2013 | $307,000 | +2.3% | 3,924 | -0.8% | 0.06% | -8.1% |
| Q2 2013 | $300,000 | – | 3,956 | – | 0.06% | – |
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% |