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 2020 | $313,000 | -11.8% | 2,787 | -15.1% | 0.13% | -18.2% |
| Q2 2020 | $355,000 | +13.1% | 3,283 | +0.6% | 0.15% | -2.5% |
| Q1 2020 | $314,000 | -29.4% | 3,262 | -4.6% | 0.16% | -19.4% |
| Q4 2019 | $445,000 | +4.0% | 3,420 | -4.8% | 0.20% | -1.5% |
| Q3 2019 | $428,000 | +1.9% | 3,594 | -0.3% | 0.20% | +7.0% |
| Q2 2019 | $420,000 | +1.7% | 3,604 | -1.7% | 0.19% | +5.7% |
| Q1 2019 | $413,000 | -1.2% | 3,666 | -11.3% | 0.18% | -15.4% |
| Q4 2018 | $418,000 | -69.2% | 4,135 | -64.8% | 0.21% | -65.3% |
| Q3 2018 | $1,359,000 | +4.7% | 11,736 | -0.4% | 0.60% | -2.1% |
| Q2 2018 | $1,298,000 | +117.4% | 11,782 | +115.9% | 0.61% | +94.3% |
| Q1 2018 | $597,000 | – | 5,458 | – | 0.32% | – |
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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% |