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 2023 | $5,177,178 | -5.1% | 33,653 | -0.5% | 4.70% | -3.9% |
| Q2 2023 | $5,453,219 | +120546.4% | 33,831 | +2.0% | 4.89% | +8.7% |
| Q1 2023 | $4,520 | -99.9% | 33,175 | 0.0% | 4.49% | 0.0% |
| Q3 2022 | $4,520,000 | -44.0% | 33,175 | -40.2% | 4.49% | +11.7% |
| Q3 2021 | $8,068,000 | -37.0% | 55,478 | -36.1% | 4.02% | -18.6% |
| Q2 2021 | $12,815,000 | +9.1% | 86,798 | +4.3% | 4.94% | +11.8% |
| Q1 2021 | $11,748,000 | +1.5% | 83,180 | -8.0% | 4.42% | +2.5% |
| Q4 2020 | $11,580,000 | +17.3% | 90,458 | +3.1% | 4.31% | +11.1% |
| Q3 2020 | $9,869,000 | +7.7% | 87,767 | +3.6% | 3.88% | +0.9% |
| Q2 2020 | $9,166,000 | +15.5% | 84,704 | +2.7% | 3.84% | -9.0% |
| Q1 2020 | $7,938,000 | -11.6% | 82,470 | -3.4% | 4.22% | -1.4% |
| Q4 2019 | $8,980,000 | – | 85,333 | – | 4.29% | – |
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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% |