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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,521 | -2.4% | 2,831 | +2.2% | 0.18% | -6.7% |
| Q2 2023 | $446,335 | +6.6% | 2,769 | +0.4% | 0.20% | -0.5% |
| Q1 2023 | $418,706 | +4.8% | 2,759 | +0.2% | 0.20% | -3.9% |
| Q4 2022 | $399,523 | +15.8% | 2,754 | +2.5% | 0.20% | +10.3% |
| Q3 2022 | $345,000 | +3.9% | 2,687 | +11.2% | 0.18% | +12.1% |
| Q2 2022 | $332,000 | -0.3% | 2,417 | +12.9% | 0.16% | +26.9% |
| Q1 2022 | $333,000 | +7.1% | 2,140 | +7.9% | 0.13% | +5.7% |
| Q4 2021 | $311,000 | +6.5% | 1,983 | -1.1% | 0.12% | +4.2% |
| Q3 2021 | $292,000 | +0.7% | 2,006 | +2.3% | 0.12% | +2.6% |
| Q2 2021 | $290,000 | +16.0% | 1,961 | +10.8% | 0.12% | +6.5% |
| Q1 2021 | $250,000 | +10.1% | 1,770 | 0.0% | 0.11% | +22.7% |
| Q4 2020 | $227,000 | +2.3% | 1,770 | -10.2% | 0.09% | -12.0% |
| Q3 2020 | $222,000 | +1.4% | 1,970 | -2.7% | 0.10% | -7.4% |
| Q2 2020 | $219,000 | -13.1% | 2,025 | +4.7% | 0.11% | -6.1% |
| Q4 2019 | $252,000 | +12.0% | 1,935 | +2.7% | 0.12% | +7.5% |
| Q3 2019 | $225,000 | +1.8% | 1,885 | -0.8% | 0.11% | +7.0% |
| Q2 2019 | $221,000 | +3.3% | 1,900 | 0.0% | 0.10% | -2.0% |
| Q1 2019 | $214,000 | 0.0% | 1,900 | +2.7% | 0.10% | +18.6% |
| Q3 2018 | $214,000 | -15.4% | 1,850 | -16.6% | 0.09% | -21.1% |
| Q4 2017 | $253,000 | +5.9% | 2,218 | 0.0% | 0.11% | +7.9% |
| Q3 2017 | $239,000 | +2.6% | 2,218 | 0.0% | 0.10% | -5.6% |
| Q2 2017 | $233,000 | +2.2% | 2,218 | +1.4% | 0.11% | +0.9% |
| Q1 2017 | $228,000 | -2.6% | 2,188 | -5.4% | 0.11% | -29.8% |
| Q4 2016 | $234,000 | +4.5% | 2,313 | -2.1% | 0.15% | +32.5% |
| Q3 2016 | $224,000 | +1.8% | 2,363 | 0.0% | 0.11% | 0.0% |
| Q2 2016 | $220,000 | +5.3% | 2,363 | +1.5% | 0.11% | +2.7% |
| Q1 2016 | $209,000 | -12.9% | 2,328 | -10.7% | 0.11% | -32.3% |
| Q2 2015 | $240,000 | -8.4% | 2,608 | -7.8% | 0.16% | -9.4% |
| Q1 2015 | $262,000 | 0.0% | 2,828 | +1.1% | 0.18% | -4.2% |
| Q4 2014 | $262,000 | +3.6% | 2,798 | -0.4% | 0.19% | +1.6% |
| Q3 2014 | $253,000 | +0.4% | 2,808 | +0.7% | 0.19% | +1.6% |
| Q2 2014 | $252,000 | +2.4% | 2,788 | -1.6% | 0.18% | -3.7% |
| Q1 2014 | $246,000 | +7.0% | 2,833 | +5.2% | 0.19% | +2.7% |
| Q4 2013 | $230,000 | +13.9% | 2,693 | +4.2% | 0.18% | +5.1% |
| Q3 2013 | $202,000 | – | 2,585 | – | 0.18% | – |
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% |