ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $359 | +63.9% | 2,390 | +58.3% | 0.01% | +60.0% |
| Q4 2022 | $219 | -99.9% | 1,510 | +32.5% | 0.01% | +66.7% |
| Q3 2022 | $148,000 | -5.7% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $157,000 | -11.8% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $178,000 | -0.6% | 1,140 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $179,000 | +7.8% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $166,000 | -1.2% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $168,000 | +217.0% | 1,140 | +178.7% | 0.00% | +100.0% |
| Q4 2019 | $53,000 | +8.2% | 409 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $49,000 | -24.6% | 409 | -26.4% | 0.00% | -50.0% |
| Q2 2019 | $65,000 | +3.2% | 556 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $63,000 | -76.5% | 556 | -79.0% | 0.00% | -66.7% |
| Q4 2018 | $268,000 | -24.1% | 2,647 | -13.0% | 0.01% | -14.3% |
| Q3 2018 | $353,000 | -38.8% | 3,042 | -41.9% | 0.01% | -50.0% |
| Q2 2018 | $577,000 | -7.2% | 5,238 | -7.9% | 0.01% | -6.7% |
| Q1 2018 | $622,000 | -61.2% | 5,689 | -59.5% | 0.02% | -62.5% |
| Q4 2017 | $1,603,000 | -40.2% | 14,030 | -43.5% | 0.04% | -36.5% |
| Q3 2017 | $2,679,000 | – | 24,823 | – | 0.06% | – |
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% |