ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $159,000 | +10.4% | 1,126 | 0.0% | 0.03% | +19.2% |
| Q4 2020 | $144,000 | +13.4% | 1,126 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $127,000 | +4.1% | 1,126 | 0.0% | 0.03% | -3.7% |
| Q2 2020 | $122,000 | +13.0% | 1,126 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $108,000 | -27.0% | 1,126 | -0.9% | 0.03% | -18.2% |
| Q4 2019 | $148,000 | +10.4% | 1,136 | +0.9% | 0.03% | 0.0% |
| Q3 2019 | $134,000 | +2.3% | 1,126 | 0.0% | 0.03% | -5.7% |
| Q2 2019 | $131,000 | +3.1% | 1,126 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $127,000 | +11.4% | 1,126 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $114,000 | -12.3% | 1,126 | 0.0% | 0.04% | -20.5% |
| Q3 2018 | $130,000 | +1525.0% | 1,126 | +1401.3% | 0.04% | +1366.7% |
| Q2 2018 | $8,000 | – | 75 | – | 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% |