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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,423,239 | -4.6% | 15,752 | 0.0% | 0.62% | +0.2% |
Q2 2023 | $2,539,014 | +6.5% | 15,752 | +0.2% | 0.62% | +1.1% |
Q1 2023 | $2,384,567 | +2.3% | 15,713 | -2.2% | 0.62% | -3.0% |
Q4 2022 | $2,329,854 | +21.5% | 16,060 | +7.6% | 0.63% | +19.4% |
Q3 2022 | $1,917,000 | +4.1% | 14,920 | +11.3% | 0.53% | +7.5% |
Q2 2022 | $1,842,000 | -11.4% | 13,403 | +0.3% | 0.49% | +0.8% |
Q1 2022 | $2,080,000 | -1.0% | 13,357 | -0.5% | 0.49% | +1.7% |
Q4 2021 | $2,101,000 | +10.5% | 13,419 | +2.6% | 0.48% | +0.4% |
Q3 2021 | $1,901,000 | +1.0% | 13,076 | +2.5% | 0.48% | 0.0% |
Q2 2021 | $1,883,000 | +21.3% | 12,760 | +16.1% | 0.48% | +11.1% |
Q1 2021 | $1,552,000 | +10.6% | 10,991 | +0.3% | 0.43% | +1.4% |
Q4 2020 | $1,403,000 | -20.6% | 10,957 | -30.2% | 0.43% | -31.3% |
Q3 2020 | $1,766,000 | +2.7% | 15,708 | -1.2% | 0.62% | -3.9% |
Q2 2020 | $1,720,000 | +14.4% | 15,903 | -2.7% | 0.64% | -9.5% |
Q1 2020 | $1,503,000 | -23.6% | 16,348 | +8.5% | 0.71% | +8.5% |
Q4 2019 | $1,967,000 | +3.5% | 15,064 | -6.7% | 0.66% | -4.6% |
Q3 2019 | $1,900,000 | -2.3% | 16,147 | -2.5% | 0.69% | -5.2% |
Q2 2019 | $1,945,000 | +19.5% | 16,562 | +16.2% | 0.73% | +10.3% |
Q1 2019 | $1,627,000 | +14.9% | 14,247 | +1.8% | 0.66% | +2.0% |
Q4 2018 | $1,416,000 | – | 14,001 | – | 0.65% | – |
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% |