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 2023 | $14,008,363 | +25.1% | 91,058 | +31.0% | 0.00% | +50.0% |
Q2 2023 | $11,200,771 | -37.0% | 69,488 | -40.7% | 0.00% | -50.0% |
Q1 2023 | $17,777,925 | +77.8% | 117,145 | +70.0% | 0.00% | +100.0% |
Q4 2022 | $9,997,064 | -4.7% | 68,912 | -15.5% | 0.00% | 0.0% |
Q3 2022 | $10,487,000 | -43.7% | 81,600 | -39.8% | 0.00% | -60.0% |
Q2 2022 | $18,640,000 | -1.2% | 135,600 | +11.9% | 0.01% | +25.0% |
Q1 2022 | $18,873,000 | +229.1% | 121,199 | +231.1% | 0.00% | +300.0% |
Q4 2021 | $5,734,000 | -31.1% | 36,610 | -36.1% | 0.00% | 0.0% |
Q3 2021 | $8,325,000 | -44.3% | 57,251 | -43.5% | 0.00% | -66.7% |
Q2 2021 | $14,949,000 | +0.8% | 101,250 | -3.6% | 0.00% | -25.0% |
Q1 2021 | $14,830,000 | +69.9% | 104,998 | +54.0% | 0.00% | +100.0% |
Q4 2020 | $8,728,000 | +71.2% | 68,176 | +50.4% | 0.00% | +100.0% |
Q3 2020 | $5,098,000 | +316.2% | 45,336 | +300.5% | 0.00% | – |
Q2 2020 | $1,225,000 | -65.5% | 11,319 | -69.4% | 0.00% | -100.0% |
Q1 2020 | $3,555,000 | -7.8% | 36,939 | +24.7% | 0.00% | 0.0% |
Q4 2019 | $3,854,000 | -43.9% | 29,623 | -48.6% | 0.00% | -33.3% |
Q3 2019 | $6,870,000 | +469.2% | 57,665 | +457.1% | 0.00% | +200.0% |
Q2 2019 | $1,207,000 | -77.3% | 10,351 | -78.1% | 0.00% | -66.7% |
Q1 2019 | $5,325,000 | +48.5% | 47,237 | +33.3% | 0.00% | +50.0% |
Q4 2018 | $3,585,000 | -1.6% | 35,447 | +12.7% | 0.00% | 0.0% |
Q3 2018 | $3,643,000 | +525.9% | 31,448 | +494.9% | 0.00% | – |
Q2 2018 | $582,000 | -87.1% | 5,286 | -86.6% | 0.00% | -100.0% |
Q4 2017 | $4,498,000 | +84.0% | 39,368 | +73.8% | 0.00% | +50.0% |
Q3 2017 | $2,444,000 | +17.7% | 22,650 | +13.5% | 0.00% | 0.0% |
Q1 2017 | $2,076,000 | -0.3% | 19,952 | -11.0% | 0.00% | 0.0% |
Q2 2016 | $2,082,000 | +182.1% | 22,408 | +181.0% | 0.00% | +100.0% |
Q1 2015 | $738,000 | -18.0% | 7,974 | -20.0% | 0.00% | 0.0% |
Q2 2014 | $900,000 | – | 9,964 | – | 0.00% | – |
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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% |