ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $220,319 | +13.0% | 1,267 | 0.0% | 0.16% | +7.4% |
Q3 2023 | $194,915 | -4.6% | 1,267 | 0.0% | 0.15% | 0.0% |
Q2 2023 | $204,228 | +114634.8% | 1,267 | +8.1% | 0.15% | +9.6% |
Q1 2023 | $178 | +4.7% | 1,172 | 0.0% | 0.14% | +6.2% |
Q4 2022 | $170 | -99.9% | 1,172 | 0.0% | 0.13% | +4.1% |
Q3 2022 | $151,000 | -11.2% | 1,172 | -5.3% | 0.12% | -8.2% |
Q2 2022 | $170,000 | +53.2% | 1,238 | +75.4% | 0.13% | +88.7% |
Q1 2022 | $111,000 | 0.0% | 706 | 0.0% | 0.07% | 0.0% |
Q4 2021 | $111,000 | +1.8% | 706 | -5.9% | 0.07% | -5.3% |
Q3 2021 | $109,000 | -1.8% | 750 | 0.0% | 0.08% | +4.2% |
Q2 2021 | $111,000 | +4.7% | 750 | 0.0% | 0.07% | -4.0% |
Q1 2021 | $106,000 | -10.9% | 750 | -19.4% | 0.08% | -10.7% |
Q4 2020 | $119,000 | -13.8% | 930 | -35.0% | 0.08% | -41.3% |
Q1 2020 | $138,000 | -25.8% | 1,430 | 0.0% | 0.14% | +1.4% |
Q4 2019 | $186,000 | -1.1% | 1,430 | -9.5% | 0.14% | -6.0% |
Q3 2019 | $188,000 | +2.2% | 1,580 | 0.0% | 0.15% | -7.4% |
Q2 2019 | $184,000 | +3.4% | 1,580 | 0.0% | 0.16% | -3.0% |
Q1 2019 | $178,000 | +11.2% | 1,580 | 0.0% | 0.17% | -2.3% |
Q4 2018 | $160,000 | -12.6% | 1,580 | 0.0% | 0.17% | +13.2% |
Q3 2018 | $183,000 | +5.2% | 1,580 | 0.0% | 0.15% | -1.3% |
Q2 2018 | $174,000 | +0.6% | 1,580 | 0.0% | 0.15% | +4.8% |
Q1 2018 | $173,000 | -3.9% | 1,580 | 0.0% | 0.15% | -2.0% |
Q4 2017 | $180,000 | +5.9% | 1,580 | 0.0% | 0.15% | +5.7% |
Q3 2017 | $170,000 | +2.4% | 1,580 | 0.0% | 0.14% | -4.1% |
Q2 2017 | $166,000 | -12.6% | 1,580 | -13.7% | 0.15% | -14.0% |
Q1 2017 | $190,000 | – | 1,830 | – | 0.17% | – |
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% |