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 | $2,288,599 | +6.6% | 14,198 | +0.3% | 0.11% | -0.9% |
| Q1 2023 | $2,147,282 | +105004.4% | 14,149 | +0.5% | 0.11% | +4.7% |
| Q4 2022 | $2,043 | -99.9% | 14,083 | -43.0% | 0.11% | -42.2% |
| Q3 2022 | $3,174,000 | -5.8% | 24,695 | +0.7% | 0.18% | +3.9% |
| Q2 2022 | $3,371,000 | -11.4% | 24,526 | +0.4% | 0.18% | -4.8% |
| Q1 2022 | $3,803,000 | -0.1% | 24,423 | +0.5% | 0.19% | +3.3% |
| Q4 2021 | $3,808,000 | +88.0% | 24,313 | +74.6% | 0.18% | +66.1% |
| Q3 2021 | $2,025,000 | -18.6% | 13,924 | -17.3% | 0.11% | -26.4% |
| Q2 2021 | $2,487,000 | +27.5% | 16,845 | +22.0% | 0.15% | +6.5% |
| Q1 2021 | $1,950,000 | +10.9% | 13,809 | +0.5% | 0.14% | -9.2% |
| Q4 2020 | $1,759,000 | +14.5% | 13,743 | +0.6% | 0.15% | -1.9% |
| Q3 2020 | $1,536,000 | +4.7% | 13,659 | +0.7% | 0.16% | -4.3% |
| Q2 2020 | $1,467,000 | – | 13,562 | – | 0.16% | – |
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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% |