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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564 | -4.6% | 3,660 | 0.0% | 0.02% | -32.0% |
| Q2 2023 | $591 | +6.7% | 3,660 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $554 | +6.1% | 3,660 | +1.7% | 0.02% | 0.0% |
| Q4 2022 | $522 | -99.9% | 3,600 | 0.0% | 0.02% | +47.1% |
| Q3 2022 | $463,000 | -6.3% | 3,600 | 0.0% | 0.02% | -10.5% |
| Q2 2022 | $494,000 | -12.3% | 3,600 | 0.0% | 0.02% | -5.0% |
| Q1 2022 | $563,000 | -0.2% | 3,600 | 0.0% | 0.02% | +42.9% |
| Q4 2021 | $564,000 | +7.6% | 3,600 | 0.0% | 0.01% | -26.3% |
| Q3 2021 | $524,000 | -1.5% | 3,600 | 0.0% | 0.02% | +18.8% |
| Q2 2021 | $532,000 | +4.5% | 3,600 | 0.0% | 0.02% | -33.3% |
| Q1 2021 | $509,000 | +4.7% | 3,600 | -5.3% | 0.02% | +4.3% |
| Q4 2020 | $486,000 | +13.3% | 3,800 | 0.0% | 0.02% | -4.2% |
| Q3 2020 | $429,000 | +4.1% | 3,800 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $412,000 | -12.7% | 3,800 | -22.4% | 0.02% | -11.1% |
| Q1 2020 | $472,000 | -25.9% | 4,900 | 0.0% | 0.03% | -37.2% |
| Q4 2019 | $637,000 | -4.6% | 4,900 | -12.5% | 0.04% | -8.5% |
| Q3 2019 | $668,000 | +2.5% | 5,600 | 0.0% | 0.05% | +4.4% |
| Q2 2019 | $652,000 | -21.8% | 5,600 | -24.3% | 0.04% | -28.6% |
| Q1 2019 | $834,000 | +11.9% | 7,400 | 0.0% | 0.06% | -6.0% |
| Q4 2018 | $745,000 | -13.3% | 7,400 | 0.0% | 0.07% | +11.7% |
| Q3 2018 | $859,000 | +5.4% | 7,400 | 0.0% | 0.06% | +1.7% |
| Q2 2018 | $815,000 | -95.5% | 7,400 | -95.5% | 0.06% | -95.5% |
| Q1 2018 | $18,017,000 | +12.5% | 164,800 | +17.5% | 1.30% | +13.4% |
| Q4 2017 | $16,012,000 | +1777.1% | 140,200 | +1674.7% | 1.14% | +1687.5% |
| Q3 2017 | $853,000 | +5.6% | 7,900 | +2.6% | 0.06% | +10.3% |
| Q2 2017 | $808,000 | – | 7,700 | – | 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% |