ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $956,695 | -14.0% | 6,334 | -8.3% | 0.24% | +7.7% |
| Q2 2023 | $1,113,062 | -2.1% | 6,905 | -7.8% | 0.22% | -8.7% |
| Q1 2023 | $1,137,061 | +14.4% | 7,492 | +9.4% | 0.24% | +7.6% |
| Q4 2022 | $993,684 | +14.1% | 6,850 | +1.1% | 0.22% | +2.3% |
| Q3 2022 | $871,000 | -6.3% | 6,774 | +0.2% | 0.22% | -4.8% |
| Q2 2022 | $930,000 | -11.3% | 6,763 | +0.4% | 0.23% | -0.4% |
| Q1 2022 | $1,049,000 | -0.1% | 6,735 | +0.4% | 0.23% | +1.3% |
| Q4 2021 | $1,050,000 | +6.0% | 6,705 | -1.6% | 0.23% | -0.9% |
| Q3 2021 | $991,000 | -0.9% | 6,816 | +0.6% | 0.23% | +5.0% |
| Q2 2021 | $1,000,000 | +4.9% | 6,772 | +0.4% | 0.22% | -5.2% |
| Q1 2021 | $953,000 | +10.8% | 6,748 | +0.5% | 0.23% | +0.4% |
| Q4 2020 | $860,000 | +14.5% | 6,716 | +0.6% | 0.23% | -8.7% |
| Q3 2020 | $751,000 | +4.7% | 6,676 | +0.7% | 0.25% | -10.3% |
| Q2 2020 | $717,000 | +13.1% | 6,629 | +0.6% | 0.28% | -17.8% |
| Q1 2020 | $634,000 | -9.0% | 6,592 | +22.9% | 0.34% | -52.8% |
| Q4 2019 | $697,000 | – | 5,362 | – | 0.73% | – |
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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% |