ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,054 | +6.3% | 75 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $11,336 | +231.4% | 75 | +212.5% | 0.01% | +200.0% |
| Q4 2022 | $3,421 | +14.0% | 24 | +4.3% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -84.0% | 23 | -85.8% | 0.00% | -86.7% |
| Q4 2021 | $25,000 | +4.2% | 162 | 0.0% | 0.02% | -11.8% |
| Q2 2021 | $24,000 | +4.3% | 162 | 0.0% | 0.02% | -10.5% |
| Q1 2021 | $23,000 | +9.5% | 162 | 0.0% | 0.02% | +11.8% |
| Q4 2020 | $21,000 | +600.0% | 162 | +604.3% | 0.02% | +466.7% |
| Q3 2020 | $3,000 | +50.0% | 23 | +4.5% | 0.00% | +50.0% |
| Q2 2020 | $2,000 | -60.0% | 22 | -57.7% | 0.00% | -71.4% |
| Q1 2020 | $5,000 | -16.7% | 52 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 52 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 52 | -5.5% | 0.01% | +16.7% |
| Q1 2019 | $6,000 | 0.0% | 55 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $6,000 | -87.8% | 55 | -87.4% | 0.01% | -85.4% |
| Q3 2018 | $49,000 | -37.2% | 438 | -37.0% | 0.05% | -35.1% |
| Q2 2018 | $78,000 | -96.6% | 695 | -96.6% | 0.07% | -96.3% |
| Q1 2018 | $2,264,000 | -2.1% | 20,552 | +5.1% | 1.99% | -4.7% |
| Q4 2017 | $2,313,000 | +11.8% | 19,552 | +2.8% | 2.09% | +2.7% |
| Q3 2017 | $2,069,000 | -5.6% | 19,019 | -8.7% | 2.04% | -13.0% |
| Q2 2017 | $2,192,000 | +5.2% | 20,831 | +2.3% | 2.34% | -2.8% |
| Q1 2017 | $2,084,000 | +0.3% | 20,359 | +0.4% | 2.40% | -5.9% |
| Q4 2016 | $2,078,000 | +7.7% | 20,280 | -1.0% | 2.56% | -3.2% |
| Q3 2016 | $1,929,000 | +0.4% | 20,492 | +2.1% | 2.64% | -12.9% |
| Q2 2016 | $1,922,000 | -3.7% | 20,067 | -6.8% | 3.04% | -27.2% |
| Q1 2016 | $1,995,000 | – | 21,536 | – | 4.17% | – |
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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% |