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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,023,000 | -1.6% | 7,037 | -0.1% | 0.57% | -1.5% |
| Q2 2021 | $1,040,000 | +1.9% | 7,041 | -2.6% | 0.58% | -5.7% |
| Q1 2021 | $1,021,000 | +10.3% | 7,228 | -0.0% | 0.62% | -0.5% |
| Q4 2020 | $926,000 | +6.9% | 7,231 | -6.1% | 0.62% | -6.2% |
| Q3 2020 | $866,000 | -6.5% | 7,702 | -9.9% | 0.66% | -13.7% |
| Q2 2020 | $926,000 | +15.0% | 8,553 | +2.3% | 0.77% | -4.5% |
| Q1 2020 | $805,000 | -26.5% | 8,359 | -0.7% | 0.80% | -4.4% |
| Q4 2019 | $1,095,000 | +5.6% | 8,415 | -3.3% | 0.84% | +0.6% |
| Q3 2019 | $1,037,000 | -0.7% | 8,701 | -2.9% | 0.83% | -1.2% |
| Q2 2019 | $1,044,000 | +2.8% | 8,958 | -0.6% | 0.84% | -4.1% |
| Q1 2019 | $1,016,000 | +5.5% | 9,014 | -5.3% | 0.88% | -22.0% |
| Q4 2018 | $963,000 | -13.2% | 9,517 | -0.7% | 1.13% | -0.1% |
| Q3 2018 | $1,110,000 | +4.8% | 9,586 | -0.3% | 1.13% | +15.7% |
| Q2 2018 | $1,059,000 | +0.3% | 9,615 | -0.4% | 0.98% | -2.7% |
| Q1 2018 | $1,056,000 | -4.6% | 9,655 | -0.4% | 1.00% | -5.3% |
| Q4 2017 | $1,107,000 | – | 9,694 | – | 1.06% | – |
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% |