ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,501,816 | -54.7% | 16,262 | -52.6% | 1.43% | -51.9% |
| Q2 2023 | $5,527,790 | +7.4% | 34,294 | +1.1% | 2.98% | -4.8% |
| Q1 2023 | $5,148,287 | -40.9% | 33,924 | -43.5% | 3.13% | -49.7% |
| Q4 2022 | $8,717,473 | +108.6% | 60,091 | +84.7% | 6.23% | +72.0% |
| Q3 2022 | $4,180,000 | -49.9% | 32,528 | -46.4% | 3.62% | -46.9% |
| Q2 2022 | $8,344,000 | -35.9% | 60,702 | -27.4% | 6.81% | -1.7% |
| Q1 2022 | $13,017,000 | +399.3% | 83,592 | +208.7% | 6.93% | +121.2% |
| Q1 2020 | $2,607,000 | -49.4% | 27,082 | -31.6% | 3.14% | -32.5% |
| Q4 2019 | $5,154,000 | +257.9% | 39,616 | +227.7% | 4.64% | +265.2% |
| Q3 2019 | $1,440,000 | -66.2% | 12,088 | -66.9% | 1.27% | -64.0% |
| Q2 2019 | $4,255,000 | +28.5% | 36,500 | +24.3% | 3.53% | +19.8% |
| Q1 2019 | $3,311,000 | -0.5% | 29,372 | -10.8% | 2.94% | +31.5% |
| Q4 2018 | $3,329,000 | +208.8% | 32,918 | +253.7% | 2.24% | +293.5% |
| Q3 2018 | $1,078,000 | +11.9% | 9,307 | +7.1% | 0.57% | +11.1% |
| Q2 2018 | $963,000 | +0.6% | 8,688 | -0.7% | 0.51% | -6.2% |
| Q1 2018 | $957,000 | -7.1% | 8,753 | -2.9% | 0.55% | +14.9% |
| Q4 2017 | $1,030,000 | +6.1% | 9,018 | +0.2% | 0.48% | +3.9% |
| Q3 2017 | $971,000 | -7.5% | 8,997 | -10.0% | 0.46% | -22.0% |
| Q2 2017 | $1,050,000 | -4.5% | 10,001 | -5.3% | 0.59% | -13.8% |
| Q1 2017 | $1,099,000 | -51.9% | 10,565 | -53.1% | 0.68% | -51.4% |
| Q4 2016 | $2,285,000 | – | 22,542 | – | 1.40% | – |
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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% |