ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,577,695 | -9.4% | 16,755 | -5.1% | 0.26% | -6.8% |
Q2 2023 | $2,845,114 | -2.9% | 17,650 | -8.6% | 0.28% | -9.4% |
Q1 2023 | $2,931,449 | +3.8% | 19,316 | -0.8% | 0.31% | -2.8% |
Q4 2022 | $2,824,123 | +7.7% | 19,467 | -4.6% | 0.32% | -16.6% |
Q3 2022 | $2,623,000 | -10.0% | 20,410 | -3.7% | 0.38% | -2.8% |
Q2 2022 | $2,913,000 | -11.6% | 21,189 | +0.1% | 0.39% | -1.3% |
Q1 2022 | $3,297,000 | -0.5% | 21,175 | +0.1% | 0.40% | -9.2% |
Q4 2021 | $3,312,000 | +29.4% | 21,144 | +20.1% | 0.44% | +12.1% |
Q3 2021 | $2,560,000 | -25.9% | 17,603 | -24.7% | 0.39% | -32.7% |
Q2 2021 | $3,453,000 | +18.3% | 23,386 | +13.2% | 0.58% | -13.0% |
Q1 2021 | $2,918,000 | +246.1% | 20,662 | +213.7% | 0.66% | +199.1% |
Q4 2020 | $843,000 | +12.4% | 6,587 | -1.2% | 0.22% | -4.7% |
Q3 2020 | $750,000 | -12.4% | 6,670 | -15.7% | 0.23% | -23.4% |
Q2 2020 | $856,000 | +12.5% | 7,913 | +0.0% | 0.30% | -6.5% |
Q1 2020 | $761,000 | -20.6% | 7,910 | +7.3% | 0.32% | -1.8% |
Q4 2019 | $959,000 | +29.2% | 7,374 | +21.4% | 0.33% | +24.0% |
Q3 2019 | $742,000 | +1.6% | 6,072 | -3.1% | 0.27% | -44.7% |
Q2 2019 | $730,000 | -12.4% | 6,266 | -15.2% | 0.48% | -15.4% |
Q1 2019 | $833,000 | +11.7% | 7,387 | +0.2% | 0.57% | -4.5% |
Q4 2018 | $746,000 | -9.8% | 7,372 | +3.2% | 0.60% | +0.8% |
Q3 2018 | $827,000 | +27.8% | 7,143 | +21.5% | 0.59% | +9.8% |
Q2 2018 | $647,000 | -12.4% | 5,877 | -13.0% | 0.54% | -19.9% |
Q1 2018 | $739,000 | -4.2% | 6,755 | +0.0% | 0.67% | -4.7% |
Q4 2017 | $771,000 | +3.2% | 6,753 | -2.4% | 0.71% | -2.6% |
Q3 2017 | $747,000 | +2.9% | 6,921 | +0.0% | 0.73% | +21.6% |
Q2 2017 | $726,000 | +25.0% | 6,918 | +23.8% | 0.60% | +5.3% |
Q1 2017 | $581,000 | -9.2% | 5,587 | -11.4% | 0.57% | -17.9% |
Q4 2016 | $640,000 | +7.0% | 6,309 | +0.3% | 0.69% | +16.7% |
Q3 2016 | $598,000 | +3.5% | 6,293 | +1.2% | 0.59% | -2.3% |
Q2 2016 | $578,000 | -9.3% | 6,220 | -12.2% | 0.61% | -17.2% |
Q1 2016 | $637,000 | +6.3% | 7,084 | +4.7% | 0.73% | -6.0% |
Q4 2015 | $599,000 | – | 6,768 | – | 0.78% | – |
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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% |