ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $455,000 | +10.4% | 3,221 | 0.0% | 0.12% | +5.2% |
| Q4 2020 | $412,000 | +14.1% | 3,221 | +0.3% | 0.12% | +2.7% |
| Q3 2020 | $361,000 | +1.1% | 3,211 | -2.7% | 0.11% | -5.9% |
| Q2 2020 | $357,000 | +13.3% | 3,299 | +0.8% | 0.12% | -8.5% |
| Q1 2020 | $315,000 | -26.1% | 3,274 | 0.0% | 0.13% | -11.0% |
| Q4 2019 | $426,000 | +9.8% | 3,274 | +0.6% | 0.15% | +1.4% |
| Q3 2019 | $388,000 | +2.4% | 3,254 | 0.0% | 0.14% | +2.1% |
| Q2 2019 | $379,000 | +3.6% | 3,254 | +0.3% | 0.14% | +3.7% |
| Q1 2019 | $366,000 | +11.9% | 3,245 | +0.3% | 0.14% | +0.7% |
| Q4 2018 | $327,000 | +11.2% | 3,235 | +27.5% | 0.14% | +29.8% |
| Q3 2018 | $294,000 | +2.1% | 2,538 | -2.5% | 0.10% | -5.5% |
| Q2 2018 | $288,000 | +3.6% | 2,603 | +0.0% | 0.11% | -2.7% |
| Q1 2018 | $278,000 | -10.0% | 2,602 | -3.7% | 0.11% | -11.7% |
| Q4 2017 | $309,000 | -12.7% | 2,703 | -17.7% | 0.13% | -16.3% |
| Q3 2017 | $354,000 | +3.2% | 3,285 | +0.3% | 0.15% | +0.7% |
| Q2 2017 | $343,000 | -4.5% | 3,276 | -5.1% | 0.15% | -4.4% |
| Q1 2017 | $359,000 | +0.8% | 3,451 | +0.3% | 0.16% | +1.3% |
| Q4 2016 | $356,000 | +25.8% | 3,442 | +15.2% | 0.16% | -29.9% |
| Q3 2016 | $283,000 | – | 2,988 | – | 0.22% | – |
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% |