ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $49,000 | -7.5% | 339 | -5.6% | 0.03% | -9.7% |
| Q2 2021 | $53,000 | +3.9% | 359 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $51,000 | -89.5% | 359 | -90.6% | 0.03% | -89.3% |
| Q4 2020 | $487,000 | -87.2% | 3,804 | +788.8% | 0.29% | -79.6% |
| Q3 2020 | $3,804,000 | +823.3% | 428 | -88.7% | 1.42% | +381.7% |
| Q2 2020 | $412,000 | +12.6% | 3,804 | 0.0% | 0.30% | -3.9% |
| Q1 2020 | $366,000 | -26.1% | 3,804 | 0.0% | 0.31% | -7.0% |
| Q4 2019 | $495,000 | +9.3% | 3,804 | 0.0% | 0.33% | -1.8% |
| Q3 2019 | $453,000 | +2.3% | 3,804 | 0.0% | 0.34% | +0.9% |
| Q2 2019 | $443,000 | +6.5% | 3,804 | +3.2% | 0.33% | +1.2% |
| Q1 2019 | $416,000 | – | 3,687 | – | 0.33% | – |
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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% |