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 | $183,224 | -4.6% | 1,191 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $191,978 | +6.2% | 1,191 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $180,747 | +18.1% | 1,191 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $153,000 | -6.7% | 1,191 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $164,000 | +446.7% | 1,191 | +334.7% | 0.00% | +300.0% |
| Q2 2020 | $30,000 | +15.4% | 274 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -72.6% | 274 | -62.5% | 0.00% | -66.7% |
| Q4 2019 | $95,000 | +9.2% | 731 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $87,000 | +2.4% | 731 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $85,000 | – | 731 | – | 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% |