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 2022 | $232,000 | -13.8% | 1,809 | -7.7% | 0.01% | -15.4% |
| Q2 2022 | $269,000 | -6.6% | 1,960 | +6.2% | 0.01% | 0.0% |
| Q1 2022 | $288,000 | -0.3% | 1,846 | +0.1% | 0.01% | -7.1% |
| Q4 2021 | $289,000 | +5.9% | 1,845 | -1.5% | 0.01% | -6.7% |
| Q3 2021 | $273,000 | +1.1% | 1,874 | +2.4% | 0.02% | -6.2% |
| Q2 2021 | $270,000 | -6.9% | 1,830 | -10.9% | 0.02% | -20.0% |
| Q1 2021 | $290,000 | +41.5% | 2,054 | +28.1% | 0.02% | +33.3% |
| Q4 2020 | $205,000 | +2.5% | 1,603 | -13.4% | 0.02% | -11.8% |
| Q2 2020 | $200,000 | -7.8% | 1,850 | -18.0% | 0.02% | -19.0% |
| Q1 2020 | $217,000 | -28.9% | 2,255 | -3.8% | 0.02% | -8.7% |
| Q4 2019 | $305,000 | +5.9% | 2,345 | -2.9% | 0.02% | -4.2% |
| Q3 2019 | $288,000 | +5.5% | 2,415 | +3.3% | 0.02% | +4.3% |
| Q2 2019 | $273,000 | -3.5% | 2,338 | -7.0% | 0.02% | -14.8% |
| Q1 2019 | $283,000 | +1.8% | 2,514 | +1.7% | 0.03% | -6.9% |
| Q4 2018 | $278,000 | -2.8% | 2,472 | 0.0% | 0.03% | +16.0% |
| Q3 2018 | $286,000 | -0.7% | 2,472 | -5.4% | 0.02% | -7.4% |
| Q2 2018 | $288,000 | +0.7% | 2,612 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $286,000 | -4.3% | 2,612 | -0.3% | 0.03% | 0.0% |
| Q4 2017 | $299,000 | +5.7% | 2,620 | 0.0% | 0.03% | -6.9% |
| Q3 2017 | $283,000 | 0.0% | 2,620 | -2.8% | 0.03% | -3.3% |
| Q2 2017 | $283,000 | -2.7% | 2,695 | -3.6% | 0.03% | -3.2% |
| Q1 2017 | $291,000 | +2.8% | 2,795 | 0.0% | 0.03% | -3.1% |
| Q4 2016 | $283,000 | +6.8% | 2,795 | 0.0% | 0.03% | +3.2% |
| Q3 2016 | $265,000 | -0.7% | 2,795 | -2.8% | 0.03% | -3.1% |
| Q2 2016 | $267,000 | +3.1% | 2,875 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $259,000 | +1.6% | 2,875 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $255,000 | -3.0% | 2,875 | -8.3% | 0.03% | -11.1% |
| Q3 2015 | $263,000 | -4.7% | 3,135 | +4.7% | 0.04% | +2.9% |
| Q2 2015 | $276,000 | -0.4% | 2,995 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $277,000 | -6.4% | 2,995 | -5.0% | 0.04% | -5.4% |
| Q4 2014 | $296,000 | +17.0% | 3,154 | +12.3% | 0.04% | +12.1% |
| Q3 2014 | $253,000 | -0.4% | 2,809 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $254,000 | -0.4% | 2,809 | -4.4% | 0.03% | -2.9% |
| Q1 2014 | $255,000 | -3.4% | 2,937 | -4.9% | 0.03% | -8.1% |
| Q4 2013 | $264,000 | +2.3% | 3,087 | -6.2% | 0.04% | -7.5% |
| Q3 2013 | $258,000 | – | 3,292 | – | 0.04% | – |
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% |