ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $38,975,312 | -3.8% | 254,891 | +1.6% | 17.52% | -1.9% |
Q2 2023 | $40,499,755 | +7.1% | 250,804 | +0.6% | 17.87% | -1.7% |
Q1 2023 | $37,820,405 | +3.5% | 249,212 | +2.6% | 18.18% | -7.5% |
Q4 2022 | $36,547,490 | +16.4% | 242,937 | -0.6% | 19.66% | +5.1% |
Q3 2022 | $31,398,000 | -6.0% | 244,307 | +1.7% | 18.71% | +0.4% |
Q2 2022 | $33,414,000 | -6.5% | 240,267 | +4.9% | 18.63% | +4.7% |
Q1 2022 | $35,742,000 | -3.6% | 228,995 | -3.3% | 17.80% | -9.5% |
Q4 2021 | $37,084,000 | +10.8% | 236,761 | +4.3% | 19.67% | -1.0% |
Q3 2021 | $33,473,000 | +2.0% | 227,077 | +2.8% | 19.88% | +0.9% |
Q2 2021 | $32,807,000 | +7.7% | 220,922 | +3.1% | 19.70% | -3.8% |
Q1 2021 | $30,456,000 | +14.3% | 214,204 | +2.9% | 20.48% | +3.0% |
Q4 2020 | $26,649,000 | +20.8% | 208,165 | +6.2% | 19.89% | +11.1% |
Q3 2020 | $22,061,000 | +7.1% | 195,973 | +3.0% | 17.90% | -4.7% |
Q2 2020 | $20,597,000 | +10.4% | 190,340 | -1.8% | 18.79% | -7.6% |
Q1 2020 | $18,660,000 | -16.3% | 193,875 | +13.2% | 20.33% | -1.3% |
Q4 2019 | $22,281,000 | – | 171,274 | – | 20.60% | – |
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% |