ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571,309 | +1.1% | 3,713 | +5.9% | 0.11% | -1.7% |
| Q2 2023 | $565,239 | -5.4% | 3,507 | -10.9% | 0.12% | -6.5% |
| Q1 2023 | $597,692 | +6.7% | 3,938 | +2.0% | 0.12% | +3.4% |
| Q4 2022 | $559,921 | -19.6% | 3,860 | -28.7% | 0.12% | -32.0% |
| Q3 2022 | $696,000 | +10.5% | 5,412 | +18.0% | 0.18% | +18.2% |
| Q2 2022 | $630,000 | -13.9% | 4,585 | -2.5% | 0.15% | +2.8% |
| Q1 2022 | $732,000 | -37.2% | 4,701 | -36.8% | 0.14% | -33.9% |
| Q4 2021 | $1,165,000 | +5.6% | 7,435 | -2.0% | 0.22% | -3.5% |
| Q3 2021 | $1,103,000 | -5.2% | 7,584 | -3.8% | 0.23% | -5.0% |
| Q2 2021 | $1,164,000 | +3.0% | 7,882 | -1.5% | 0.24% | -2.5% |
| Q1 2021 | $1,130,000 | +0.4% | 8,000 | -9.0% | 0.24% | -12.2% |
| Q4 2020 | $1,125,000 | +112400.0% | 8,787 | +8.8% | 0.28% | -16.5% |
| Q3 2020 | $1,000 | -99.9% | 8,079 | -9.6% | 0.33% | +16.4% |
| Q2 2020 | $967,000 | -6.8% | 8,935 | -17.1% | 0.29% | -23.1% |
| Q1 2020 | $1,037,000 | -22.9% | 10,772 | +4.2% | 0.37% | -3.4% |
| Q4 2019 | $1,345,000 | +15.6% | 10,339 | +5.3% | 0.38% | -16.8% |
| Q3 2019 | $1,163,000 | – | 9,815 | – | 0.46% | – |
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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% |