ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,396,638 | +4846.4% | 118,935 | +5055.4% | 3.64% | +4961.1% |
Q2 2023 | $371,918 | -19.1% | 2,307 | -23.8% | 0.07% | -25.0% |
Q1 2023 | $459,650 | -97.9% | 3,029 | -98.0% | 0.10% | -98.1% |
Q4 2022 | $21,753,318 | +4004.4% | 149,950 | +3537.8% | 4.99% | +3858.7% |
Q3 2022 | $530,000 | -33.3% | 4,122 | -24.6% | 0.13% | -24.6% |
Q2 2022 | $795,000 | -97.2% | 5,469 | -97.0% | 0.17% | -97.2% |
Q1 2022 | $28,394,000 | +0.4% | 182,343 | +0.0% | 5.89% | -0.3% |
Q4 2021 | $28,275,000 | +6506.3% | 182,323 | +6097.2% | 5.91% | +5996.9% |
Q3 2021 | $428,000 | -61.4% | 2,942 | -60.8% | 0.10% | -61.7% |
Q2 2021 | $1,108,000 | -9.0% | 7,503 | -8.8% | 0.25% | -13.7% |
Q1 2021 | $1,217,000 | -92.2% | 8,227 | -92.9% | 0.29% | -92.6% |
Q4 2020 | $15,603,000 | +6567.9% | 116,642 | +5505.1% | 3.95% | +4841.2% |
Q3 2020 | $234,000 | -3.7% | 2,081 | +0.0% | 0.08% | -5.9% |
Q2 2020 | $243,000 | -82.9% | 2,080 | -85.9% | 0.08% | -87.1% |
Q1 2020 | $1,418,000 | -45.4% | 14,727 | -26.2% | 0.66% | -35.0% |
Q4 2019 | $2,595,000 | -87.8% | 19,949 | -88.8% | 1.01% | -88.9% |
Q3 2019 | $21,189,000 | +8144.7% | 177,852 | +7922.2% | 9.08% | +7937.2% |
Q2 2019 | $257,000 | +13.2% | 2,217 | +9.9% | 0.11% | +9.7% |
Q1 2019 | $227,000 | -99.0% | 2,017 | -99.1% | 0.10% | -99.0% |
Q4 2018 | $23,865,000 | – | 235,768 | – | 10.71% | – |
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% |