ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,563 | +6.7% | 9,697 | +0.5% | 0.21% | +2.9% |
Q1 2023 | $1,465 | +4.9% | 9,648 | +0.2% | 0.21% | -1.0% |
Q4 2022 | $1,397 | -99.9% | 9,628 | +0.5% | 0.21% | +3.4% |
Q3 2022 | $1,231,000 | -7.4% | 9,581 | -0.9% | 0.20% | +0.5% |
Q2 2022 | $1,330,000 | -11.3% | 9,671 | +0.4% | 0.20% | +4.1% |
Q1 2022 | $1,500,000 | -2.5% | 9,628 | -1.9% | 0.19% | +17.6% |
Q4 2021 | $1,538,000 | +9.9% | 9,818 | +2.0% | 0.16% | +5.8% |
Q3 2021 | $1,400,000 | -0.3% | 9,630 | +1.2% | 0.16% | 0.0% |
Q2 2021 | $1,404,000 | +2.2% | 9,515 | -2.2% | 0.16% | -3.7% |
Q1 2021 | $1,374,000 | +4.7% | 9,725 | -5.2% | 0.16% | -2.4% |
Q4 2020 | $1,312,000 | +1.1% | 10,255 | -11.2% | 0.17% | -13.1% |
Q3 2020 | $1,298,000 | +0.9% | 11,542 | -3.0% | 0.19% | -9.5% |
Q2 2020 | $1,287,000 | +20.2% | 11,897 | +6.9% | 0.21% | +2.4% |
Q1 2020 | $1,071,000 | -27.7% | 11,130 | -2.2% | 0.21% | -9.3% |
Q4 2019 | $1,482,000 | +34.5% | 11,386 | +23.1% | 0.23% | +24.0% |
Q3 2019 | $1,102,000 | +31.7% | 9,251 | +28.9% | 0.18% | +38.6% |
Q2 2019 | $837,000 | +97.9% | 7,179 | +91.5% | 0.13% | +91.3% |
Q1 2019 | $423,000 | +4600.0% | 3,749 | +3649.0% | 0.07% | +3350.0% |
Q4 2015 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $9,000 | – | 100 | – | 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% |