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 | $275 | +8.7% | 1,709 | +2.4% | 0.01% | +16.7% |
| Q1 2023 | $253 | +4.5% | 1,669 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $242 | -99.9% | 1,669 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $214,000 | -3.6% | 1,669 | +3.5% | 0.01% | 0.0% |
| Q2 2022 | $222,000 | -8.6% | 1,613 | +3.4% | 0.01% | 0.0% |
| Q1 2022 | $243,000 | -0.4% | 1,560 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $244,000 | -7.6% | 1,560 | -14.1% | 0.01% | -28.6% |
| Q3 2021 | $264,000 | -9.6% | 1,816 | -8.1% | 0.01% | 0.0% |
| Q2 2021 | $292,000 | -14.9% | 1,976 | -18.5% | 0.01% | -22.2% |
| Q1 2021 | $343,000 | +10.3% | 2,426 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $311,000 | +13.9% | 2,426 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $273,000 | +18.7% | 2,426 | +14.3% | 0.01% | +12.5% |
| Q2 2020 | $230,000 | +12.7% | 2,123 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $204,000 | -55.5% | 2,123 | -39.7% | 0.01% | -46.7% |
| Q4 2019 | $458,000 | +81.0% | 3,523 | +65.9% | 0.02% | +66.7% |
| Q3 2019 | $253,000 | -23.3% | 2,123 | -24.9% | 0.01% | -25.0% |
| Q2 2019 | $330,000 | +3.4% | 2,828 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $319,000 | – | 2,828 | – | 0.01% | – |
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% |