ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $524,000 | -1.7% | 3,600 | -0.3% | 0.07% | -1.3% |
| Q2 2021 | $533,000 | +4.5% | 3,611 | 0.0% | 0.08% | -3.8% |
| Q1 2021 | $510,000 | +10.4% | 3,611 | 0.0% | 0.08% | +4.0% |
| Q4 2020 | $462,000 | +14.6% | 3,611 | +0.6% | 0.08% | +2.7% |
| Q3 2020 | $403,000 | -24.0% | 3,588 | -26.8% | 0.07% | -31.1% |
| Q2 2020 | $530,000 | -6.9% | 4,901 | -17.0% | 0.11% | -23.2% |
| Q1 2020 | $569,000 | -34.0% | 5,908 | -10.9% | 0.14% | -11.5% |
| Q4 2019 | $862,000 | +12.7% | 6,630 | +3.3% | 0.16% | +4.0% |
| Q3 2019 | $765,000 | +8.7% | 6,418 | +6.2% | 0.15% | +5.6% |
| Q2 2019 | $704,000 | +11.7% | 6,041 | +8.0% | 0.14% | +9.2% |
| Q1 2019 | $630,000 | +7.0% | 5,592 | -4.0% | 0.13% | -4.4% |
| Q4 2018 | $589,000 | -10.9% | 5,823 | +2.0% | 0.14% | +0.7% |
| Q3 2018 | $661,000 | +7.5% | 5,707 | +2.2% | 0.14% | +7.1% |
| Q2 2018 | $615,000 | +3.5% | 5,585 | +2.7% | 0.13% | -0.8% |
| Q1 2018 | $594,000 | -2.8% | 5,437 | +1.7% | 0.13% | -0.8% |
| Q4 2017 | $611,000 | +2.7% | 5,347 | -3.0% | 0.13% | -2.3% |
| Q3 2017 | $595,000 | +3.3% | 5,512 | +0.4% | 0.13% | +0.8% |
| Q2 2017 | $576,000 | +4.0% | 5,491 | +3.1% | 0.13% | -2.3% |
| Q1 2017 | $554,000 | +69.9% | 5,324 | +65.7% | 0.13% | +52.9% |
| Q4 2016 | $326,000 | +6.9% | 3,214 | 0.0% | 0.09% | +4.8% |
| Q3 2016 | $305,000 | – | 3,214 | – | 0.08% | – |
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% |