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 | $364,538 | -16.7% | 2,370 | -12.7% | 0.16% | -20.8% |
Q2 2023 | $437,863 | -41.6% | 2,716 | -45.0% | 0.20% | -49.6% |
Q1 2023 | $749,191 | -7.1% | 4,937 | -11.2% | 0.40% | -7.0% |
Q4 2022 | $806,770 | -1.1% | 5,561 | -12.4% | 0.43% | +1.9% |
Q3 2022 | $816,000 | -73.4% | 6,348 | -71.5% | 0.42% | -69.6% |
Q2 2022 | $3,066,000 | -37.8% | 22,303 | -29.6% | 1.39% | -24.4% |
Q1 2022 | $4,931,000 | -51.6% | 31,666 | -51.3% | 1.84% | -45.4% |
Q4 2021 | $10,189,000 | -4.4% | 65,048 | -11.2% | 3.37% | -8.8% |
Q3 2021 | $10,657,000 | +1.0% | 73,282 | +2.6% | 3.69% | -6.7% |
Q2 2021 | $10,548,000 | -7.3% | 71,442 | -11.4% | 3.96% | -18.2% |
Q1 2021 | $11,384,000 | -17.2% | 80,601 | -25.0% | 4.84% | -27.0% |
Q4 2020 | $13,754,000 | +4.1% | 107,432 | -8.6% | 6.64% | -11.0% |
Q3 2020 | $13,215,000 | -17.6% | 117,521 | -20.7% | 7.46% | -16.7% |
Q2 2020 | $16,042,000 | +65.7% | 148,249 | +47.3% | 8.96% | -1.4% |
Q1 2020 | $9,684,000 | -12.8% | 100,614 | +17.8% | 9.08% | +26.7% |
Q4 2019 | $11,108,000 | – | 85,387 | – | 7.16% | – |
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% |