ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,051,496 | -4.6% | 6,835 | 0.0% | 0.25% | +2.9% |
| Q2 2023 | $1,101,734 | +4.5% | 6,835 | -1.6% | 0.24% | -0.8% |
| Q1 2023 | $1,054,277 | +4.6% | 6,947 | 0.0% | 0.24% | +2.6% |
| Q4 2022 | $1,007,802 | +12.7% | 6,947 | 0.0% | 0.24% | +8.8% |
| Q3 2022 | $894,000 | -6.4% | 6,947 | 0.0% | 0.22% | +0.5% |
| Q2 2022 | $955,000 | -11.7% | 6,947 | 0.0% | 0.22% | +7.0% |
| Q1 2022 | $1,081,000 | -0.6% | 6,947 | 0.0% | 0.20% | -1.5% |
| Q4 2021 | $1,088,000 | +7.7% | 6,947 | 0.0% | 0.20% | -1.9% |
| Q3 2021 | $1,010,000 | -1.6% | 6,947 | 0.0% | 0.21% | -6.7% |
| Q2 2021 | $1,026,000 | -41.8% | 6,947 | -44.4% | 0.22% | -46.3% |
| Q1 2021 | $1,763,000 | +44.7% | 12,489 | +31.3% | 0.42% | +19.3% |
| Q4 2020 | $1,218,000 | +13.8% | 9,515 | 0.0% | 0.35% | +3.0% |
| Q3 2020 | $1,070,000 | +3.8% | 9,515 | 0.0% | 0.34% | +3.0% |
| Q2 2020 | $1,031,000 | +12.7% | 9,515 | 0.0% | 0.33% | -1.8% |
| Q1 2020 | $915,000 | -26.1% | 9,515 | 0.0% | 0.33% | -7.7% |
| Q4 2019 | $1,238,000 | +19.0% | 9,515 | +9.0% | 0.36% | +1.4% |
| Q3 2019 | $1,040,000 | +2.2% | 8,733 | 0.0% | 0.36% | +3.8% |
| Q2 2019 | $1,018,000 | -12.1% | 8,733 | -15.0% | 0.34% | -30.2% |
| Q1 2019 | $1,158,000 | +11.5% | 10,273 | 0.0% | 0.49% | -3.0% |
| Q4 2018 | $1,039,000 | -12.7% | 10,273 | 0.0% | 0.51% | -11.2% |
| Q3 2018 | $1,190,000 | +5.2% | 10,273 | 0.0% | 0.57% | -7.9% |
| Q2 2018 | $1,131,000 | +0.7% | 10,273 | 0.0% | 0.62% | -1.1% |
| Q1 2018 | $1,123,000 | -4.3% | 10,273 | 0.0% | 0.63% | -14.9% |
| Q4 2017 | $1,174,000 | -11.5% | 10,273 | -16.4% | 0.74% | +78.3% |
| Q3 2017 | $1,326,000 | +2.8% | 12,291 | 0.0% | 0.41% | -1.9% |
| Q2 2017 | $1,290,000 | – | 12,291 | – | 0.42% | – |
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% |