ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,825 | -4.6% | 3,405 | 0.0% | 0.12% | -6.1% |
| Q2 2023 | $548,852 | +6.2% | 3,405 | 0.0% | 0.13% | -1.5% |
| Q1 2023 | $516,743 | +4.6% | 3,405 | 0.0% | 0.13% | -3.6% |
| Q4 2022 | $493,963 | +12.8% | 3,405 | 0.0% | 0.14% | -6.7% |
| Q3 2022 | $438,000 | -6.4% | 3,405 | 0.0% | 0.15% | -5.7% |
| Q2 2022 | $468,000 | -14.1% | 3,405 | -2.7% | 0.16% | -12.7% |
| Q1 2022 | $545,000 | -0.5% | 3,500 | 0.0% | 0.18% | +2.8% |
| Q4 2021 | $548,000 | +7.7% | 3,500 | 0.0% | 0.18% | -1.1% |
| Q3 2021 | $509,000 | -1.5% | 3,500 | 0.0% | 0.18% | -1.1% |
| Q2 2021 | $517,000 | +4.7% | 3,500 | 0.0% | 0.18% | +2.3% |
| Q1 2021 | $494,000 | +10.3% | 3,500 | 0.0% | 0.18% | +2.3% |
| Q4 2020 | $448,000 | +13.7% | 3,500 | 0.0% | 0.17% | -3.9% |
| Q3 2020 | $394,000 | +4.0% | 3,500 | 0.0% | 0.18% | +1.7% |
| Q2 2020 | $379,000 | -99.8% | 3,500 | +105.9% | 0.18% | +81.4% |
| Q4 2016 | $172,346,000 | +7.7% | 1,700 | 0.0% | 0.10% | +6.6% |
| Q3 2016 | $160,038,000 | +1.3% | 1,700 | 0.0% | 0.09% | +1.1% |
| Q2 2016 | $157,964,000 | +103144.4% | 1,700 | 0.0% | 0.09% | 0.0% |
| Q1 2016 | $153,000 | – | 1,700 | – | 0.09% | – |
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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% |