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 2023 | $332,521 | -6.7% | 2,161 | -2.3% | 0.19% | -1.0% |
| Q2 2023 | $356,467 | -5.9% | 2,211 | -11.4% | 0.19% | -15.4% |
| Q1 2023 | $378,620 | +22.8% | 2,495 | +17.4% | 0.23% | +16.9% |
| Q4 2022 | $308,326 | +13.4% | 2,125 | +0.5% | 0.20% | -2.5% |
| Q3 2022 | $272,000 | -5.9% | 2,115 | +0.6% | 0.20% | -2.0% |
| Q2 2022 | $289,000 | -11.3% | 2,103 | +0.4% | 0.20% | +3.0% |
| Q1 2022 | $326,000 | -0.3% | 2,095 | +0.4% | 0.20% | +1.0% |
| Q4 2021 | $327,000 | +8.3% | 2,087 | +0.4% | 0.20% | 0.0% |
| Q3 2021 | $302,000 | -1.0% | 2,078 | +0.7% | 0.20% | -1.0% |
| Q2 2021 | $305,000 | +5.2% | 2,064 | +0.3% | 0.20% | +1.5% |
| Q1 2021 | $290,000 | +10.7% | 2,057 | +0.6% | 0.20% | -1.0% |
| Q4 2020 | $262,000 | +22.4% | 2,044 | +7.4% | 0.20% | +3.1% |
| Q3 2020 | $214,000 | +4.9% | 1,903 | +0.6% | 0.19% | -10.7% |
| Q2 2020 | $204,000 | -72.5% | 1,892 | -75.4% | 0.21% | -78.4% |
| Q1 2020 | $741,000 | -27.1% | 7,704 | -1.4% | 0.99% | +16.2% |
| Q4 2019 | $1,016,000 | – | 7,812 | – | 0.85% | – |
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% |