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 | $929,248 | -6.8% | 6,040 | -2.3% | 0.16% | +1.9% |
Q2 2023 | $997,017 | +4.9% | 6,185 | -1.3% | 0.16% | +0.6% |
Q1 2023 | $950,830 | +102692.4% | 6,265 | -1.7% | 0.16% | -5.3% |
Q4 2022 | $925 | -99.9% | 6,375 | +0.5% | 0.17% | +7.6% |
Q3 2022 | $815,000 | -8.7% | 6,342 | -2.3% | 0.16% | +1.9% |
Q2 2022 | $893,000 | -8.8% | 6,493 | +3.2% | 0.16% | +7.6% |
Q1 2022 | $979,000 | -1.9% | 6,289 | -1.3% | 0.14% | +2.1% |
Q4 2021 | $998,000 | +8.2% | 6,373 | +0.5% | 0.14% | +2.2% |
Q3 2021 | $922,000 | -1.9% | 6,343 | -0.3% | 0.14% | +1.5% |
Q2 2021 | $940,000 | +3.5% | 6,365 | -0.9% | 0.14% | -0.7% |
Q1 2021 | $908,000 | +13.9% | 6,426 | +3.2% | 0.14% | +0.7% |
Q4 2020 | $797,000 | +21.1% | 6,228 | +6.4% | 0.14% | +10.6% |
Q3 2020 | $658,000 | +6.1% | 5,855 | +2.2% | 0.12% | +2.5% |
Q2 2020 | $620,000 | +12.9% | 5,728 | +0.5% | 0.12% | -1.6% |
Q1 2020 | $549,000 | -23.5% | 5,702 | +3.4% | 0.12% | +5.2% |
Q4 2019 | $718,000 | -8.3% | 5,517 | -16.1% | 0.12% | -24.2% |
Q3 2019 | $783,000 | +1.2% | 6,573 | -1.0% | 0.15% | +1.3% |
Q2 2019 | $774,000 | +7.6% | 6,639 | +4.1% | 0.15% | +9.4% |
Q1 2019 | $719,000 | +16.0% | 6,377 | +4.0% | 0.14% | -4.8% |
Q4 2018 | $620,000 | -11.4% | 6,131 | +1.4% | 0.14% | +16.0% |
Q3 2018 | $700,000 | +5.3% | 6,047 | +0.1% | 0.12% | +3.3% |
Q2 2018 | $665,000 | +33.3% | 6,038 | +32.3% | 0.12% | +30.1% |
Q1 2018 | $499,000 | – | 4,565 | – | 0.09% | – |
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% |