ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $334,000 | +10.6% | 2,596 | +18.2% | 0.03% | +18.5% |
| Q2 2022 | $302,000 | -11.7% | 2,196 | 0.0% | 0.03% | +3.8% |
| Q1 2022 | $342,000 | -0.6% | 2,196 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $344,000 | +1.8% | 2,196 | -5.4% | 0.02% | -3.8% |
| Q3 2021 | $338,000 | -21.6% | 2,321 | -20.5% | 0.03% | -21.2% |
| Q2 2021 | $431,000 | +4.4% | 2,921 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $413,000 | +10.4% | 2,921 | 0.0% | 0.04% | +6.1% |
| Q4 2020 | $374,000 | +14.0% | 2,921 | +0.1% | 0.03% | +6.5% |
| Q3 2020 | $328,000 | +2.5% | 2,919 | -1.2% | 0.03% | -6.1% |
| Q2 2020 | $320,000 | +13.9% | 2,954 | +1.2% | 0.03% | -5.7% |
| Q1 2020 | $281,000 | -26.1% | 2,919 | 0.0% | 0.04% | -5.4% |
| Q4 2019 | $380,000 | +19.1% | 2,919 | +9.0% | 0.04% | +15.6% |
| Q3 2019 | $319,000 | +2.2% | 2,678 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $312,000 | +3.3% | 2,678 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $302,000 | +11.4% | 2,678 | 0.0% | 0.03% | -27.3% |
| Q4 2018 | $271,000 | – | 2,678 | – | 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% |