ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $21,658,000 | -3.9% | 0 | -100.0% | 5.04% | +5.7% |
| Q4 2021 | $22,547,000 | +11.1% | 143,951 | – | 4.76% | +2.1% |
| Q2 2021 | $20,288,000 | +32.5% | 0 | – | 4.66% | +21.1% |
| Q1 2021 | $15,310,000 | +57.9% | 0 | -100.0% | 3.85% | +43.1% |
| Q4 2020 | $9,694,000 | +20.6% | 75,724 | +5.9% | 2.69% | +1.1% |
| Q3 2020 | $8,039,000 | +6.5% | 71,485 | +2.5% | 2.66% | -2.3% |
| Q2 2020 | $7,547,000 | +28.0% | 69,748 | +13.9% | 2.73% | +1.9% |
| Q1 2020 | $5,896,000 | -29.7% | 61,255 | -4.9% | 2.67% | -10.6% |
| Q4 2019 | $8,383,000 | +11.8% | 64,443 | +2.4% | 2.99% | -4.2% |
| Q3 2019 | $7,499,000 | +5.6% | 62,946 | +1.1% | 3.12% | +9.0% |
| Q2 2019 | $7,102,000 | +4.4% | 62,262 | +3.2% | 2.86% | -4.8% |
| Q1 2019 | $6,801,000 | +10.2% | 60,324 | -1.1% | 3.01% | -2.3% |
| Q4 2018 | $6,170,000 | -14.6% | 61,004 | -2.2% | 3.08% | -3.3% |
| Q3 2018 | $7,223,000 | -99.9% | 62,355 | -3.6% | 3.19% | -8.6% |
| Q2 2018 | $7,127,889,000 | +63275.9% | 64,717 | -37.1% | 3.49% | -35.0% |
| Q1 2018 | $11,247,000 | – | 102,867 | – | 5.36% | – |
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% |