ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,725,233 | -10.7% | 43,716 | -6.4% | 0.87% | -7.5% |
Q2 2023 | $7,531,726 | +2051.0% | 46,726 | +850.9% | 0.94% | +1941.3% |
Q1 2023 | $350,150 | -94.9% | 4,914 | -89.5% | 0.05% | -95.2% |
Q4 2022 | $6,811,694 | +17.2% | 46,955 | +3.8% | 0.95% | +6.3% |
Q3 2022 | $5,813,000 | -4.3% | 45,227 | +2.4% | 0.89% | +0.9% |
Q2 2022 | $6,072,000 | -8.2% | 44,172 | +4.0% | 0.88% | +5.2% |
Q1 2022 | $6,616,000 | +0.7% | 42,487 | +1.3% | 0.84% | +7.5% |
Q4 2021 | $6,569,000 | +9.9% | 41,940 | +2.1% | 0.78% | +1.4% |
Q3 2021 | $5,976,000 | +2.2% | 41,094 | +3.8% | 0.77% | -1.0% |
Q2 2021 | $5,846,000 | +9.5% | 39,594 | +4.7% | 0.78% | +0.6% |
Q1 2021 | $5,340,000 | +12.2% | 37,808 | +1.7% | 0.77% | +3.5% |
Q4 2020 | $4,760,000 | +12.0% | 37,179 | -1.6% | 0.75% | -4.3% |
Q3 2020 | $4,250,000 | +0.7% | 37,796 | -3.1% | 0.78% | -5.9% |
Q2 2020 | $4,219,000 | +3.9% | 38,988 | -7.6% | 0.83% | -17.6% |
Q1 2020 | $4,062,000 | -25.7% | 42,207 | +0.5% | 1.01% | -5.0% |
Q4 2019 | $5,464,000 | +57.4% | 42,004 | +44.2% | 1.06% | +39.6% |
Q3 2019 | $3,471,000 | +7.9% | 29,131 | +5.5% | 0.76% | +2.8% |
Q2 2019 | $3,218,000 | +13.8% | 27,608 | +10.0% | 0.74% | +11.1% |
Q1 2019 | $2,829,000 | +67.0% | 25,091 | +49.8% | 0.66% | +43.9% |
Q4 2018 | $1,694,000 | -4.6% | 16,748 | +9.3% | 0.46% | +10.5% |
Q3 2018 | $1,775,000 | +18.2% | 15,326 | +12.3% | 0.42% | +5.3% |
Q2 2018 | $1,502,000 | +18.6% | 13,643 | +17.8% | 0.40% | +6.4% |
Q1 2018 | $1,266,000 | +13.7% | 11,581 | +18.9% | 0.37% | +25.2% |
Q4 2017 | $1,113,000 | +151.8% | 9,741 | +137.9% | 0.30% | +18.7% |
Q3 2017 | $442,000 | – | 4,095 | – | 0.25% | – |
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% |