ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,758,689 | -3.6% | 17,932 | +1.0% | 0.13% | -3.8% |
Q2 2023 | $2,860,853 | +11.9% | 17,748 | +5.4% | 0.13% | +6.5% |
Q1 2023 | $2,556,036 | +21.0% | 16,843 | +15.6% | 0.12% | +6.0% |
Q4 2022 | $2,112,867 | -1.5% | 14,564 | -12.7% | 0.12% | -15.3% |
Q3 2022 | $2,145,000 | +23.4% | 16,692 | +32.0% | 0.14% | +25.7% |
Q2 2022 | $1,738,000 | -12.6% | 12,641 | -1.0% | 0.11% | +7.9% |
Q1 2022 | $1,989,000 | +3.8% | 12,773 | +4.4% | 0.10% | -2.9% |
Q4 2021 | $1,916,000 | +43.6% | 12,230 | +33.4% | 0.10% | +36.8% |
Q3 2021 | $1,334,000 | -1.5% | 9,170 | 0.0% | 0.08% | -7.3% |
Q2 2021 | $1,354,000 | +4.6% | 9,170 | 0.0% | 0.08% | +36.7% |
Q1 2021 | $1,295,000 | +10.3% | 9,170 | 0.0% | 0.06% | 0.0% |
Q4 2020 | $1,174,000 | +119.4% | 9,170 | +92.9% | 0.06% | +27.7% |
Q3 2020 | $535,000 | +1.9% | 4,754 | -2.1% | 0.05% | -2.1% |
Q2 2020 | $525,000 | +2.7% | 4,854 | 0.0% | 0.05% | -11.1% |
Q1 2020 | $511,000 | -17.3% | 4,854 | +2.1% | 0.05% | -10.0% |
Q4 2019 | $618,000 | +4.2% | 4,753 | -4.5% | 0.06% | -7.7% |
Q3 2019 | $593,000 | +2.2% | 4,978 | 0.0% | 0.06% | -1.5% |
Q2 2019 | $580,000 | +3.4% | 4,978 | 0.0% | 0.07% | -2.9% |
Q1 2019 | $561,000 | +11.5% | 4,978 | 0.0% | 0.07% | -4.2% |
Q4 2018 | $503,000 | -6.7% | 4,978 | +1.3% | 0.07% | -2.7% |
Q3 2018 | $539,000 | +2.1% | 4,916 | +5.6% | 0.07% | -1.4% |
Q2 2018 | $528,000 | -44.5% | 4,656 | -46.5% | 0.07% | -51.6% |
Q1 2018 | $951,000 | +95.7% | 8,702 | +104.7% | 0.15% | +91.2% |
Q4 2017 | $486,000 | +5.9% | 4,252 | -0.1% | 0.08% | -23.1% |
Q3 2017 | $459,000 | – | 4,255 | – | 0.10% | – |
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% |