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 | $350,094 | -58.5% | 2,276 | -56.5% | 0.01% | -17.6% |
| Q2 2023 | $843,250 | +118.1% | 5,232 | +105.3% | 0.02% | -22.7% |
| Q1 2023 | $386,609 | +7.0% | 2,548 | +2.3% | 0.02% | +100.0% |
| Q4 2022 | $361,224 | +0.6% | 2,490 | -10.8% | 0.01% | -64.5% |
| Q3 2022 | $359,000 | -6.5% | 2,791 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $384,000 | -30.3% | 2,791 | -21.1% | 0.03% | -17.9% |
| Q1 2022 | $551,000 | -0.5% | 3,538 | 0.0% | 0.04% | -2.5% |
| Q4 2021 | $554,000 | +8.2% | 3,538 | +0.4% | 0.04% | -9.1% |
| Q3 2021 | $512,000 | -1.7% | 3,524 | -0.1% | 0.04% | -4.3% |
| Q2 2021 | $521,000 | +4.6% | 3,526 | +0.1% | 0.05% | -9.8% |
| Q1 2021 | $498,000 | -7.1% | 3,524 | -15.9% | 0.05% | -17.7% |
| Q4 2020 | $536,000 | +5.5% | 4,188 | -7.2% | 0.06% | -12.7% |
| Q3 2020 | $508,000 | -22.0% | 4,514 | -24.9% | 0.07% | -31.1% |
| Q2 2020 | $651,000 | -9.6% | 6,014 | -12.1% | 0.10% | -23.1% |
| Q1 2020 | $720,000 | -7.2% | 6,839 | +14.5% | 0.13% | -15.2% |
| Q4 2019 | $776,000 | +24.6% | 5,972 | +14.9% | 0.16% | +8.2% |
| Q3 2019 | $623,000 | +2.3% | 5,199 | -0.5% | 0.15% | +2.1% |
| Q2 2019 | $609,000 | +128.1% | 5,223 | +127.2% | 0.14% | +130.6% |
| Q1 2019 | $267,000 | +20.3% | 2,299 | +12.2% | 0.06% | +8.8% |
| Q4 2018 | $222,000 | +7300.0% | 2,049 | +8437.5% | 0.06% | +5600.0% |
| Q1 2018 | $3,000 | -99.2% | 24 | -99.1% | 0.00% | -96.8% |
| Q3 2011 | $359,000 | – | 2,791 | – | 0.03% | – |
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% |