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 2021 | $135,000 | +8.0% | 862 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $125,000 | -1.6% | 862 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $127,000 | -6.6% | 862 | -10.8% | 0.02% | -15.8% |
| Q1 2021 | $136,000 | +23.6% | 966 | +12.1% | 0.02% | +18.8% |
| Q4 2020 | $110,000 | +13.4% | 862 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $97,000 | -2.0% | 862 | -5.5% | 0.02% | -6.2% |
| Q2 2020 | $99,000 | +19.3% | 912 | +5.8% | 0.02% | +6.7% |
| Q1 2020 | $83,000 | -72.1% | 862 | -62.2% | 0.02% | -67.4% |
| Q4 2019 | $297,000 | +10.4% | 2,283 | +0.9% | 0.05% | +2.2% |
| Q3 2019 | $269,000 | +1.9% | 2,262 | 0.0% | 0.04% | -2.2% |
| Q2 2019 | $264,000 | +3.5% | 2,262 | 0.0% | 0.05% | -4.2% |
| Q1 2019 | $255,000 | -6.9% | 2,262 | -16.7% | 0.05% | -17.2% |
| Q4 2018 | $274,000 | -12.7% | 2,714 | 0.0% | 0.06% | -9.4% |
| Q3 2018 | $314,000 | +5.0% | 2,714 | 0.0% | 0.06% | -3.0% |
| Q2 2018 | $299,000 | +21.1% | 2,714 | +20.0% | 0.07% | +13.8% |
| Q1 2018 | $247,000 | -4.3% | 2,262 | 0.0% | 0.06% | -19.4% |
| Q4 2017 | $258,000 | +5.7% | 2,262 | 0.0% | 0.07% | -4.0% |
| Q3 2017 | $244,000 | +3.0% | 2,262 | 0.0% | 0.08% | -3.8% |
| Q2 2017 | $237,000 | +0.9% | 2,262 | 0.0% | 0.08% | +8.3% |
| Q1 2017 | $235,000 | +65.5% | 2,262 | +61.6% | 0.07% | +56.5% |
| Q4 2016 | $142,000 | +6.8% | 1,400 | 0.0% | 0.05% | +17.9% |
| Q3 2016 | $133,000 | +2.3% | 1,400 | 0.0% | 0.04% | +2.6% |
| Q2 2016 | $130,000 | +3.2% | 1,400 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $126,000 | +384.6% | 1,400 | +366.7% | 0.04% | +153.3% |
| Q1 2014 | $26,000 | – | 300 | – | 0.02% | – |
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% |