ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $693,818 | -4.6% | 4,510 | 0.0% | 0.11% | -4.3% |
| Q2 2023 | $726,967 | +6.2% | 4,510 | 0.0% | 0.12% | -1.7% |
| Q1 2023 | $684,438 | +3.1% | 4,510 | -1.4% | 0.12% | -2.5% |
| Q4 2022 | $663,840 | +12.9% | 4,576 | 0.0% | 0.12% | -2.4% |
| Q3 2022 | $588,000 | -6.5% | 4,576 | 0.0% | 0.12% | -3.1% |
| Q2 2022 | $629,000 | -11.8% | 4,576 | 0.0% | 0.13% | -0.8% |
| Q1 2022 | $713,000 | -0.6% | 4,576 | 0.0% | 0.13% | -1.5% |
| Q4 2021 | $717,000 | +7.8% | 4,576 | 0.0% | 0.13% | -5.7% |
| Q3 2021 | $665,000 | -1.6% | 4,576 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $676,000 | +582.8% | 4,576 | +550.9% | 0.14% | +571.4% |
| Q1 2021 | $99,000 | -45.0% | 703 | -50.0% | 0.02% | 0.0% |
| Q4 2020 | $180,000 | +127.8% | 1,406 | +100.0% | 0.02% | -4.5% |
| Q3 2020 | $79,000 | +3.9% | 703 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $76,000 | +11.8% | 703 | 0.0% | 0.02% | -7.7% |
| Q1 2020 | $68,000 | -11.7% | 703 | +19.2% | 0.03% | -10.3% |
| Q4 2019 | $77,000 | +10.0% | 590 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $70,000 | +1.4% | 590 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $69,000 | +527.3% | 590 | +490.0% | 0.03% | +460.0% |
| Q1 2019 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | -16.7% | 100 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $12,000 | +9.1% | 100 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | -28.6% |
| Q1 2018 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $10,000 | -61.5% | 100 | -63.6% | 0.01% | -68.2% |
| Q3 2016 | $26,000 | – | 275 | – | 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% |