ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,998 | -62.3% | 260 | -60.5% | 0.00% | – |
| Q2 2023 | $106,224 | -45.3% | 659 | -50.8% | 0.00% | -100.0% |
| Q4 2022 | $194,249 | +455.0% | 1,339 | +419.0% | 0.00% | – |
| Q2 2022 | $35,000 | +29.6% | 258 | +50.9% | 0.00% | – |
| Q1 2022 | $27,000 | +2600.0% | 171 | +1610.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 10 | +11.1% | 0.00% | – |
| Q4 2020 | $1,000 | -90.0% | 9 | -90.0% | 0.00% | – |
| Q3 2020 | $10,000 | -85.7% | 90 | -86.0% | 0.00% | -100.0% |
| Q2 2020 | $70,000 | +677.8% | 643 | +805.6% | 0.00% | – |
| Q4 2019 | $9,000 | +28.6% | 71 | +20.3% | 0.00% | – |
| Q1 2019 | $7,000 | +16.7% | 59 | 0.0% | 0.00% | – |
| Q4 2018 | $6,000 | -66.7% | 59 | -62.7% | 0.00% | – |
| Q3 2018 | $18,000 | 0.0% | 158 | -1.9% | 0.00% | – |
| Q2 2018 | $18,000 | -99.8% | 161 | -99.8% | 0.00% | -100.0% |
| Q1 2018 | $10,575,000 | +11.2% | 96,718 | +16.2% | 0.11% | +11.2% |
| Q4 2017 | $9,507,000 | +37928.0% | 83,217 | +36081.3% | 0.10% | – |
| Q3 2017 | $25,000 | 0.0% | 230 | -2.5% | 0.00% | – |
| Q2 2017 | $25,000 | -99.8% | 236 | -99.8% | 0.00% | -100.0% |
| Q1 2017 | $15,159,000 | +119.5% | 145,700 | +113.9% | 0.20% | +97.0% |
| Q4 2016 | $6,905,000 | +3.0% | 68,109 | -3.5% | 0.10% | -1.0% |
| Q3 2016 | $6,701,000 | +44.0% | 70,565 | +40.9% | 0.10% | +30.8% |
| Q2 2016 | $4,653,000 | +5.2% | 50,081 | +1.8% | 0.08% | +1.3% |
| Q1 2016 | $4,424,000 | +891.9% | 49,199 | +876.0% | 0.08% | +862.5% |
| Q4 2015 | $446,000 | +961.9% | 5,041 | +920.4% | 0.01% | – |
| Q3 2015 | $42,000 | +82.6% | 494 | +98.4% | 0.00% | – |
| Q2 2015 | $23,000 | 0.0% | 249 | -1.2% | 0.00% | – |
| Q1 2015 | $23,000 | -4.2% | 252 | -1.6% | 0.00% | -100.0% |
| Q4 2014 | $24,000 | +4.3% | 256 | +1.2% | 0.00% | 0.0% |
| Q3 2014 | $23,000 | 0.0% | 253 | -1.9% | 0.00% | – |
| Q2 2014 | $23,000 | 0.0% | 258 | -2.3% | 0.00% | -100.0% |
| Q1 2014 | $23,000 | 0.0% | 264 | -1.5% | 0.00% | 0.0% |
| Q4 2013 | $23,000 | +4.5% | 268 | -3.6% | 0.00% | 0.0% |
| Q3 2013 | $22,000 | – | 278 | – | 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% |