ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,152,890 | -5.8% | 20,495 | -1.3% | 0.95% | -1.2% |
| Q2 2023 | $3,346,724 | +7.2% | 20,763 | +0.9% | 0.96% | +1.5% |
| Q1 2023 | $3,121,873 | +3.8% | 20,571 | -0.8% | 0.95% | -3.5% |
| Q4 2022 | $3,007,218 | +9.3% | 20,729 | -3.2% | 0.98% | -0.9% |
| Q3 2022 | $2,751,000 | -6.2% | 21,404 | +0.3% | 0.99% | -10.8% |
| Q2 2022 | $2,934,000 | -8.0% | 21,348 | +4.2% | 1.11% | -5.8% |
| Q1 2022 | $3,190,000 | -0.5% | 20,483 | +0.0% | 1.18% | -0.9% |
| Q4 2021 | $3,207,000 | +7.2% | 20,476 | -0.5% | 1.19% | -0.1% |
| Q3 2021 | $2,993,000 | -1.2% | 20,585 | +0.3% | 1.19% | -2.8% |
| Q2 2021 | $3,030,000 | +2.6% | 20,525 | -1.9% | 1.23% | -1.4% |
| Q1 2021 | $2,954,000 | +9.3% | 20,917 | -0.9% | 1.25% | +1.6% |
| Q4 2020 | $2,703,000 | +14.5% | 21,116 | +0.6% | 1.23% | +0.4% |
| Q3 2020 | $2,360,000 | +5.1% | 20,990 | +1.2% | 1.22% | -2.0% |
| Q2 2020 | $2,245,000 | +16.1% | 20,749 | -0.4% | 1.25% | +4.3% |
| Q1 2020 | $1,933,000 | -32.3% | 20,838 | -5.1% | 1.20% | +3.6% |
| Q4 2019 | $2,855,000 | +7.3% | 21,948 | -1.8% | 1.15% | +8.7% |
| Q3 2019 | $2,662,000 | -0.4% | 22,344 | -0.6% | 1.06% | +2.4% |
| Q2 2019 | $2,672,000 | +0.7% | 22,482 | -1.6% | 1.04% | -3.8% |
| Q1 2019 | $2,653,000 | +12.9% | 22,849 | -1.6% | 1.08% | -6.2% |
| Q4 2018 | $2,349,000 | -8.8% | 23,230 | -0.0% | 1.15% | -0.2% |
| Q3 2018 | $2,577,000 | -0.8% | 23,238 | -1.5% | 1.15% | -1.5% |
| Q2 2018 | $2,599,000 | +0.2% | 23,600 | -0.6% | 1.17% | -5.3% |
| Q1 2018 | $2,595,000 | -3.9% | 23,731 | +0.4% | 1.23% | -3.9% |
| Q4 2017 | $2,701,000 | – | 23,648 | – | 1.28% | – |
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% |