ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,807 | -13.5% | 11,744 | -9.3% | 0.00% | 0.0% |
| Q2 2023 | $2,089 | +6.3% | 12,954 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $1,966 | -6.5% | 12,954 | -10.6% | 0.01% | 0.0% |
| Q4 2022 | $2,102 | -99.8% | 14,494 | +106.7% | 0.01% | +150.0% |
| Q3 2022 | $901,000 | +94.6% | 7,011 | +108.4% | 0.00% | +100.0% |
| Q2 2022 | $463,000 | -44.7% | 3,364 | -37.5% | 0.00% | -50.0% |
| Q1 2022 | $838,000 | -0.8% | 5,385 | -0.2% | 0.00% | 0.0% |
| Q4 2021 | $845,000 | -1.4% | 5,395 | -8.5% | 0.00% | 0.0% |
| Q3 2021 | $857,000 | +213.9% | 5,895 | +219.0% | 0.00% | +100.0% |
| Q2 2021 | $273,000 | +4.6% | 1,848 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $261,000 | +186.8% | 1,848 | +119.0% | 0.00% | – |
| Q2 2020 | $91,000 | -86.1% | 844 | -87.6% | 0.00% | -100.0% |
| Q1 2020 | $656,000 | -38.5% | 6,814 | -16.8% | 0.00% | 0.0% |
| Q4 2019 | $1,066,000 | -8.7% | 8,194 | -16.3% | 0.00% | -25.0% |
| Q3 2019 | $1,167,000 | +524.1% | 9,794 | +512.1% | 0.00% | +300.0% |
| Q2 2019 | $187,000 | -68.1% | 1,600 | -69.2% | 0.00% | -50.0% |
| Q1 2019 | $586,000 | +261.7% | 5,201 | +225.1% | 0.00% | +100.0% |
| Q4 2018 | $162,000 | -12.4% | 1,600 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $185,000 | +5.1% | 1,600 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $176,000 | +0.6% | 1,600 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $175,000 | -4.4% | 1,600 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $183,000 | +603.8% | 1,600 | +387.8% | 0.00% | – |
| Q3 2013 | $26,000 | +4.0% | 328 | 0.0% | 0.00% | – |
| Q2 2013 | $25,000 | – | 328 | – | 0.00% | – |
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% |