ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $312,709 | +1.6% | 1,940 | -4.4% | 0.25% | +2.9% |
| Q1 2023 | $307,920 | +97035.6% | 2,029 | -7.2% | 0.24% | +3.4% |
| Q4 2022 | $317 | -99.9% | 2,187 | -4.3% | 0.24% | +3.9% |
| Q3 2022 | $294,000 | -13.5% | 2,286 | -7.6% | 0.23% | -1.7% |
| Q2 2022 | $340,000 | -9.1% | 2,473 | +3.0% | 0.23% | +2.7% |
| Q1 2022 | $374,000 | -2.6% | 2,401 | -2.2% | 0.23% | -2.6% |
| Q4 2021 | $384,000 | +20.8% | 2,454 | +12.3% | 0.23% | +8.4% |
| Q3 2021 | $318,000 | +1.6% | 2,186 | +3.0% | 0.21% | 0.0% |
| Q2 2021 | $313,000 | +22.7% | 2,123 | +17.6% | 0.21% | +9.7% |
| Q1 2021 | $255,000 | +5.4% | 1,806 | -4.5% | 0.20% | -6.2% |
| Q4 2020 | $242,000 | +8.5% | 1,892 | -4.6% | 0.21% | -1.9% |
| Q3 2020 | $223,000 | +0.5% | 1,983 | -3.2% | 0.21% | -11.7% |
| Q2 2020 | $222,000 | -32.5% | 2,049 | -40.1% | 0.24% | -42.2% |
| Q1 2020 | $329,000 | -41.4% | 3,418 | -20.8% | 0.42% | -25.4% |
| Q4 2019 | $561,000 | +10.4% | 4,314 | -1.9% | 0.56% | +14.4% |
| Q3 2019 | $508,000 | -2.7% | 4,398 | 0.0% | 0.49% | -0.6% |
| Q2 2019 | $522,000 | +1.0% | 4,398 | -4.1% | 0.49% | -1.0% |
| Q1 2019 | $517,000 | +0.6% | 4,586 | -2.0% | 0.49% | -1.6% |
| Q4 2018 | $514,000 | – | 4,678 | – | 0.50% | – |
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% |