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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,843 | -21.7% | 1,362 | -18.0% | 0.05% | -19.4% |
| Q2 2023 | $268,106 | +6.1% | 1,660 | +1.0% | 0.07% | +1.5% |
| Q1 2023 | $252,593 | -14.0% | 1,643 | -14.6% | 0.07% | -16.5% |
| Q4 2022 | $293,630 | +13.8% | 1,924 | +0.9% | 0.08% | 0.0% |
| Q3 2022 | $258,000 | +7.9% | 1,906 | +15.7% | 0.08% | +14.5% |
| Q2 2022 | $239,000 | -62.0% | 1,648 | -60.0% | 0.07% | -58.7% |
| Q1 2022 | $629,000 | -3.8% | 4,116 | -0.3% | 0.17% | -2.9% |
| Q4 2021 | $654,000 | +7.6% | 4,129 | +2.5% | 0.17% | +3.0% |
| Q3 2021 | $608,000 | +1.8% | 4,029 | -0.8% | 0.17% | -2.3% |
| Q2 2021 | $597,000 | +5.3% | 4,063 | +2.8% | 0.17% | -7.1% |
| Q1 2021 | $567,000 | +7.6% | 3,952 | +0.5% | 0.18% | +2.8% |
| Q4 2020 | $527,000 | +20.0% | 3,933 | +0.8% | 0.18% | +1.7% |
| Q3 2020 | $439,000 | -0.7% | 3,901 | +2.6% | 0.18% | -1.1% |
| Q2 2020 | $442,000 | +20.8% | 3,802 | +6.7% | 0.18% | -2.7% |
| Q1 2020 | $366,000 | -28.4% | 3,563 | -9.1% | 0.18% | -19.4% |
| Q4 2019 | $511,000 | -3.9% | 3,919 | -6.4% | 0.23% | -12.7% |
| Q3 2019 | $532,000 | – | 4,187 | – | 0.26% | – |
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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% |