ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,036,688 | -4.6% | 13,239 | -0.1% | 0.15% | -1.9% |
Q2 2023 | $2,135,607 | +5.1% | 13,249 | -1.1% | 0.16% | -0.6% |
Q1 2023 | $2,032,674 | +4.6% | 13,394 | 0.0% | 0.16% | -1.2% |
Q4 2022 | $1,943,068 | +7.1% | 13,394 | -5.1% | 0.16% | +3.2% |
Q3 2022 | $1,815,000 | +68.1% | 14,121 | +79.7% | 0.16% | +76.1% |
Q2 2022 | $1,080,000 | -4.7% | 7,856 | +8.0% | 0.09% | +8.6% |
Q1 2022 | $1,133,000 | +38.3% | 7,276 | +39.2% | 0.08% | +42.1% |
Q4 2021 | $819,000 | +1.9% | 5,226 | -5.5% | 0.06% | -5.0% |
Q3 2021 | $804,000 | -3.8% | 5,530 | -2.3% | 0.06% | -4.8% |
Q2 2021 | $836,000 | +3.1% | 5,660 | -1.5% | 0.06% | -4.5% |
Q1 2021 | $811,000 | +10.3% | 5,745 | 0.0% | 0.07% | +4.8% |
Q4 2020 | $735,000 | +63.3% | 5,745 | +43.4% | 0.06% | -28.4% |
Q3 2020 | $450,000 | -16.0% | 4,005 | -19.1% | 0.09% | +54.4% |
Q2 2020 | $536,000 | +165.3% | 4,951 | +136.2% | 0.06% | +119.2% |
Q1 2020 | $202,000 | -26.0% | 2,096 | 0.0% | 0.03% | -10.3% |
Q4 2019 | $273,000 | +13.8% | 2,096 | +4.0% | 0.03% | +7.4% |
Q3 2019 | $240,000 | -1.6% | 2,016 | -3.8% | 0.03% | -6.9% |
Q2 2019 | $244,000 | +3.4% | 2,095 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $236,000 | +11.3% | 2,095 | 0.0% | 0.03% | -3.3% |
Q4 2018 | $212,000 | -18.1% | 2,095 | -6.3% | 0.03% | -6.2% |
Q3 2018 | $259,000 | +5.3% | 2,237 | 0.0% | 0.03% | -3.0% |
Q2 2018 | $246,000 | +7.4% | 2,237 | +6.8% | 0.03% | +6.5% |
Q1 2018 | $229,000 | -4.2% | 2,095 | 0.0% | 0.03% | -6.1% |
Q4 2017 | $239,000 | – | 2,095 | – | 0.03% | – |
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% |