ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $867,346 | -4.7% | 5,638 | -0.1% | 0.17% | +11.3% |
Q2 2023 | $909,913 | +33.0% | 5,645 | +25.2% | 0.15% | +21.8% |
Q1 2023 | $684,340 | +4.7% | 4,509 | +0.0% | 0.12% | +6.0% |
Q4 2022 | $653,830 | +1291.1% | 4,507 | +1134.8% | 0.12% | +1571.4% |
Q4 2020 | $47,000 | -80.8% | 365 | -83.3% | 0.01% | -85.1% |
Q3 2020 | $245,000 | +6.5% | 2,181 | +2.5% | 0.05% | 0.0% |
Q2 2020 | $230,000 | +12.2% | 2,127 | 0.0% | 0.05% | -9.6% |
Q1 2020 | $205,000 | -26.0% | 2,127 | 0.0% | 0.05% | -13.3% |
Q4 2019 | $277,000 | +5.7% | 2,127 | -3.4% | 0.06% | +7.1% |
Q3 2019 | $262,000 | +1.9% | 2,202 | 0.0% | 0.06% | +3.7% |
Q2 2019 | $257,000 | -18.2% | 2,202 | -20.9% | 0.05% | -34.9% |
Q1 2019 | $314,000 | +8.7% | 2,784 | -2.6% | 0.08% | 0.0% |
Q4 2018 | $289,000 | -12.7% | 2,859 | 0.0% | 0.08% | +1.2% |
Q3 2018 | $331,000 | +190.4% | 2,859 | +176.0% | 0.08% | +164.5% |
Q2 2018 | $114,000 | +78.1% | 1,036 | +78.0% | 0.03% | +72.2% |
Q1 2018 | $64,000 | – | 582 | – | 0.02% | – |
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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% |