ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $366 | -99.9% | 2,414 | -24.7% | 0.03% | +64.7% |
| Q1 2021 | $479,000 | +13.2% | 3,205 | -3.0% | 0.02% | -5.6% |
| Q4 2020 | $423,000 | -73.4% | 3,304 | -76.7% | 0.02% | -77.5% |
| Q3 2020 | $1,593,000 | +1.1% | 14,170 | -2.7% | 0.08% | -8.0% |
| Q2 2020 | $1,575,000 | +367.4% | 14,558 | +315.5% | 0.09% | +248.0% |
| Q1 2020 | $337,000 | -79.9% | 3,504 | -72.8% | 0.02% | -80.3% |
| Q4 2019 | $1,673,000 | +6.8% | 12,862 | -2.2% | 0.13% | -1.6% |
| Q3 2019 | $1,567,000 | +13.6% | 13,155 | +7.5% | 0.13% | -16.2% |
| Q1 2019 | $1,379,000 | +70.0% | 12,232 | +52.5% | 0.15% | +33.9% |
| Q4 2018 | $811,000 | -78.7% | 8,023 | -76.1% | 0.12% | -85.8% |
| Q2 2018 | $3,811,000 | -3.1% | 33,590 | -7.3% | 0.81% | -17.7% |
| Q1 2018 | $3,933,000 | -6.7% | 36,232 | +1.7% | 0.98% | -4.6% |
| Q4 2017 | $4,214,000 | +8.5% | 35,616 | +0.4% | 1.03% | +1.7% |
| Q3 2017 | $3,885,000 | +0.8% | 35,489 | -2.0% | 1.01% | -7.4% |
| Q2 2017 | $3,854,000 | +16.3% | 36,206 | +13.5% | 1.09% | +11.9% |
| Q1 2017 | $3,313,000 | +11.0% | 31,900 | +12.4% | 0.98% | -2.2% |
| Q4 2016 | $2,986,000 | – | 28,388 | – | 1.00% | – |
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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% |