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 | $3,987,941 | -22.0% | 25,915 | -18.3% | 0.05% | -17.9% |
| Q2 2023 | $5,112,624 | -9.0% | 31,716 | -14.3% | 0.06% | -11.1% |
| Q1 2023 | $5,618,909 | +0.7% | 37,025 | -3.7% | 0.06% | -1.6% |
| Q4 2022 | $5,578,411 | +8.0% | 38,452 | -4.2% | 0.06% | +1.6% |
| Q3 2022 | $5,163,000 | -3.4% | 40,157 | +3.3% | 0.06% | 0.0% |
| Q2 2022 | $5,346,000 | -10.4% | 38,887 | +1.5% | 0.06% | 0.0% |
| Q1 2022 | $5,964,000 | +15.1% | 38,304 | +15.8% | 0.06% | +23.5% |
| Q4 2021 | $5,183,000 | +15.4% | 33,080 | +7.0% | 0.05% | +8.5% |
| Q3 2021 | $4,491,000 | +12.0% | 30,915 | +13.9% | 0.05% | +17.5% |
| Q2 2021 | $4,010,000 | +13.0% | 27,145 | -2.1% | 0.04% | -2.4% |
| Q4 2020 | $3,549,000 | +1.1% | 27,716 | -11.3% | 0.04% | -12.8% |
| Q3 2020 | $3,512,000 | +308.8% | 31,246 | +291.6% | 0.05% | +291.7% |
| Q2 2020 | $859,000 | -80.1% | 7,979 | -82.2% | 0.01% | -80.0% |
| Q1 2020 | $4,313,000 | +68.5% | 44,866 | +128.0% | 0.06% | +71.4% |
| Q4 2019 | $2,560,000 | 0.0% | 19,681 | -8.7% | 0.04% | -7.9% |
| Q3 2019 | $2,560,000 | -3.9% | 21,563 | -5.9% | 0.04% | -5.0% |
| Q2 2019 | $2,663,000 | +2.7% | 22,906 | -0.4% | 0.04% | -4.8% |
| Q1 2019 | $2,592,000 | +5.8% | 22,987 | -4.9% | 0.04% | -4.5% |
| Q4 2018 | $2,450,000 | -21.4% | 24,168 | -10.3% | 0.04% | -10.2% |
| Q3 2018 | $3,116,000 | +4.1% | 26,930 | -1.0% | 0.05% | -2.0% |
| Q2 2018 | $2,993,000 | +1.4% | 27,205 | +1.0% | 0.05% | 0.0% |
| Q1 2018 | $2,951,000 | -3.4% | 26,930 | +0.6% | 0.05% | -5.7% |
| Q4 2017 | $3,056,000 | +11.8% | 26,779 | +5.8% | 0.05% | +1.9% |
| Q3 2017 | $2,734,000 | +2.1% | 25,300 | -0.6% | 0.05% | -3.7% |
| Q2 2017 | $2,678,000 | +15652.9% | 25,447 | +12623.5% | 0.05% | – |
| Q4 2013 | $17,000 | – | 200 | – | 0.00% | – |
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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% |