ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $674,000 | -11.7% | 4,900 | 0.0% | 0.05% | +2.0% |
| Q1 2022 | $763,000 | -0.5% | 4,900 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $767,000 | +7.6% | 4,900 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $713,000 | -1.4% | 4,900 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $723,000 | +4.5% | 4,900 | 0.0% | 0.05% | -10.2% |
| Q1 2021 | $692,000 | +10.4% | 4,900 | 0.0% | 0.06% | -6.3% |
| Q4 2020 | $627,000 | +13.8% | 4,900 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $551,000 | +4.0% | 4,900 | 0.0% | 0.06% | -3.1% |
| Q2 2020 | $530,000 | +5.8% | 4,900 | -5.9% | 0.06% | -17.7% |
| Q1 2020 | $501,000 | -21.4% | 5,209 | +6.3% | 0.08% | -2.5% |
| Q4 2019 | $637,000 | +9.1% | 4,900 | 0.0% | 0.08% | -2.4% |
| Q3 2019 | $584,000 | +2.3% | 4,900 | 0.0% | 0.08% | -5.7% |
| Q2 2019 | $571,000 | +1.1% | 4,900 | -2.3% | 0.09% | -4.3% |
| Q1 2019 | $565,000 | +11.4% | 5,014 | 0.0% | 0.09% | +2.2% |
| Q4 2018 | $507,000 | -12.7% | 5,014 | 0.0% | 0.09% | -7.2% |
| Q3 2018 | $581,000 | +5.3% | 5,014 | 0.0% | 0.10% | +1.0% |
| Q2 2018 | $552,000 | +0.7% | 5,014 | 0.0% | 0.10% | -5.0% |
| Q1 2018 | $548,000 | -4.4% | 5,014 | 0.0% | 0.10% | +4.1% |
| Q4 2017 | $573,000 | +5.9% | 5,014 | 0.0% | 0.10% | -4.9% |
| Q3 2017 | $541,000 | +2.9% | 5,014 | 0.0% | 0.10% | +25.9% |
| Q2 2017 | $526,000 | +0.8% | 5,014 | 0.0% | 0.08% | 0.0% |
| Q1 2017 | $522,000 | +2.8% | 5,014 | 0.0% | 0.08% | -10.0% |
| Q4 2016 | $508,000 | +6.7% | 5,014 | 0.0% | 0.09% | +2.3% |
| Q3 2016 | $476,000 | – | 5,014 | – | 0.09% | – |
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% |