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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $121,362 | -2.9% | 837 | -14.2% | 0.01% | -9.1% |
| Q3 2022 | $125,000 | -6.7% | 976 | +0.2% | 0.01% | -8.3% |
| Q2 2022 | $134,000 | -11.8% | 974 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $152,000 | 0.0% | 974 | +0.1% | 0.01% | +9.1% |
| Q4 2021 | $152,000 | +33.3% | 973 | +24.6% | 0.01% | +22.2% |
| Q3 2021 | $114,000 | -0.9% | 781 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $115,000 | +130.0% | 780 | +120.3% | 0.01% | +125.0% |
| Q1 2021 | $50,000 | -47.4% | 354 | -49.9% | 0.00% | 0.0% |
| Q4 2020 | $95,000 | +137.5% | 707 | +100.9% | 0.00% | 0.0% |
| Q3 2020 | $40,000 | +5.3% | 352 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $38,000 | +11.8% | 351 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $34,000 | -35.8% | 350 | -14.2% | 0.00% | -33.3% |
| Q4 2019 | $53,000 | +29.3% | 408 | +17.2% | 0.01% | +20.0% |
| Q3 2019 | $41,000 | +2.5% | 348 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $40,000 | +2.6% | 347 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $39,000 | +11.4% | 346 | +0.3% | 0.01% | 0.0% |
| Q4 2018 | $35,000 | -12.5% | 345 | +0.6% | 0.01% | 0.0% |
| Q3 2018 | $40,000 | +5.3% | 343 | +0.3% | 0.01% | 0.0% |
| Q2 2018 | $38,000 | +2.7% | 342 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $37,000 | -5.1% | 342 | +0.3% | 0.01% | 0.0% |
| Q4 2017 | $39,000 | +5.4% | 341 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $37,000 | +2.8% | 341 | +0.3% | 0.01% | 0.0% |
| Q2 2017 | $36,000 | +2.9% | 340 | +0.3% | 0.01% | 0.0% |
| Q1 2017 | $35,000 | +84.2% | 339 | +78.4% | 0.01% | +66.7% |
| Q4 2016 | $19,000 | -86.5% | 190 | -87.2% | 0.00% | -85.7% |
| Q3 2016 | $141,000 | +16.5% | 1,489 | +14.6% | 0.02% | +10.5% |
| Q2 2016 | $121,000 | +3.4% | 1,299 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $117,000 | – | 1,299 | – | 0.02% | – |
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% |