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 2022 | $224,000 | -0.9% | 1,441 | 0.0% | 0.06% | -6.2% |
Q4 2021 | $226,000 | +7.6% | 1,441 | 0.0% | 0.06% | -5.9% |
Q3 2021 | $210,000 | -1.4% | 1,441 | 0.0% | 0.07% | -5.6% |
Q2 2021 | $213,000 | -56.9% | 1,441 | -58.8% | 0.07% | -60.2% |
Q1 2021 | $494,000 | +10.3% | 3,500 | 0.0% | 0.18% | +8.4% |
Q4 2020 | $448,000 | +13.7% | 3,500 | 0.0% | 0.17% | +3.7% |
Q3 2020 | $394,000 | -11.9% | 3,500 | -15.3% | 0.16% | -16.1% |
Q2 2020 | $447,000 | +12.3% | 4,133 | 0.0% | 0.19% | +1.1% |
Q1 2020 | $398,000 | -26.0% | 4,133 | 0.0% | 0.19% | -16.3% |
Q4 2019 | $538,000 | +9.1% | 4,133 | -0.2% | 0.23% | +6.6% |
Q3 2019 | $493,000 | +2.1% | 4,141 | 0.0% | 0.21% | +2.9% |
Q2 2019 | $483,000 | +22.3% | 4,141 | +18.3% | 0.21% | +15.6% |
Q1 2019 | $395,000 | +11.6% | 3,500 | 0.0% | 0.18% | +4.7% |
Q4 2018 | $354,000 | -13.2% | 3,500 | -0.7% | 0.17% | -9.5% |
Q3 2018 | $408,000 | +5.2% | 3,526 | 0.0% | 0.19% | +2.7% |
Q2 2018 | $388,000 | +0.5% | 3,526 | 0.0% | 0.18% | 0.0% |
Q1 2018 | $386,000 | -2.0% | 3,526 | +2.2% | 0.18% | -8.5% |
Q4 2017 | $394,000 | +162.7% | 3,451 | +118.1% | 0.20% | +95.1% |
Q3 2016 | $150,000 | +2.0% | 1,582 | 0.0% | 0.10% | 0.0% |
Q2 2016 | $147,000 | +3.5% | 1,582 | +0.1% | 0.10% | -1.0% |
Q1 2016 | $142,000 | -58.7% | 1,581 | -59.3% | 0.10% | -60.3% |
Q4 2015 | $344,000 | +5.2% | 3,886 | 0.0% | 0.26% | +2.3% |
Q3 2015 | $327,000 | -11.1% | 3,886 | -2.7% | 0.26% | -15.5% |
Q2 2015 | $368,000 | +0.8% | 3,995 | +1.2% | 0.30% | -8.7% |
Q1 2015 | $365,000 | +62.2% | 3,948 | +64.5% | 0.33% | +44.3% |
Q4 2014 | $225,000 | 0.0% | 2,400 | -3.6% | 0.23% | +17.3% |
Q3 2014 | $225,000 | – | 2,489 | – | 0.20% | – |
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% |