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 | $2,513,130 | -7.7% | 16,336 | -3.3% | 0.66% | -10.2% |
Q2 2023 | $2,723,305 | +6.2% | 16,895 | -0.0% | 0.73% | -2.5% |
Q1 2023 | $2,565,048 | -9.6% | 16,902 | -13.6% | 0.75% | -19.2% |
Q4 2022 | $2,836,844 | +10.8% | 19,555 | -1.9% | 0.93% | +3.2% |
Q3 2022 | $2,561,000 | +28.1% | 19,930 | +37.1% | 0.90% | +34.6% |
Q2 2022 | $1,999,000 | -11.8% | 14,542 | -0.1% | 0.67% | -14.2% |
Q1 2022 | $2,267,000 | +7.7% | 14,559 | +0.6% | 0.78% | -0.6% |
Q3 2021 | $2,104,000 | -12.4% | 14,469 | -11.1% | 0.79% | -17.2% |
Q2 2021 | $2,402,000 | +4.3% | 16,269 | -0.2% | 0.95% | -2.7% |
Q1 2021 | $2,303,000 | +136.7% | 16,308 | +114.5% | 0.98% | +119.6% |
Q4 2020 | $973,000 | -6.4% | 7,602 | -17.8% | 0.44% | -21.9% |
Q3 2020 | $1,040,000 | -11.9% | 9,250 | -15.3% | 0.57% | -17.9% |
Q2 2020 | $1,181,000 | +5.8% | 10,917 | -5.8% | 0.69% | -14.0% |
Q1 2020 | $1,116,000 | -28.7% | 11,591 | -3.8% | 0.81% | -19.5% |
Q4 2019 | $1,566,000 | – | 12,044 | – | 1.00% | – |
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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% |