ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,756 | +92887.8% | 2,176 | -2.6% | 0.02% | 0.0% |
| Q2 2023 | $360 | -29.3% | 2,233 | -33.4% | 0.02% | -31.8% |
| Q1 2023 | $509 | +4.5% | 3,351 | -0.2% | 0.02% | 0.0% |
| Q4 2022 | $487 | -99.9% | 3,358 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $432,000 | -6.3% | 3,358 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $461,000 | -21.5% | 3,351 | -11.1% | 0.02% | -8.7% |
| Q1 2022 | $587,000 | -0.5% | 3,769 | 0.0% | 0.02% | +9.5% |
| Q4 2021 | $590,000 | +7.7% | 3,769 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $548,000 | +43.1% | 3,769 | +45.1% | 0.02% | +40.0% |
| Q2 2021 | $383,000 | +4.4% | 2,597 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $367,000 | +10.5% | 2,597 | 0.0% | 0.02% | +7.1% |
| Q4 2020 | $332,000 | +24.3% | 2,597 | +9.2% | 0.01% | +16.7% |
| Q3 2020 | $267,000 | +3.9% | 2,378 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $257,000 | +12.2% | 2,378 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $229,000 | -25.9% | 2,378 | 0.0% | 0.01% | -18.8% |
| Q4 2019 | $309,000 | +9.2% | 2,378 | 0.0% | 0.02% | +6.7% |
| Q3 2019 | $283,000 | +2.2% | 2,378 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $277,000 | +3.4% | 2,378 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $268,000 | +2.3% | 2,378 | -8.0% | 0.02% | -6.2% |
| Q4 2018 | $262,000 | +17.5% | 2,586 | +34.1% | 0.02% | +33.3% |
| Q3 2018 | $223,000 | -18.3% | 1,928 | -22.9% | 0.01% | -25.0% |
| Q1 2018 | $273,000 | -14.4% | 2,500 | -10.6% | 0.02% | -5.9% |
| Q4 2017 | $319,000 | +5.6% | 2,795 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $302,000 | +3.1% | 2,795 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $293,000 | +0.7% | 2,795 | 0.0% | 0.02% | -5.6% |
| Q1 2017 | $291,000 | +2.8% | 2,795 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $283,000 | +6.8% | 2,795 | 0.0% | 0.02% | +5.9% |
| Q3 2016 | $265,000 | +1.9% | 2,795 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $260,000 | +3.6% | 2,795 | 0.0% | 0.02% | +6.2% |
| Q1 2016 | $251,000 | +5.5% | 2,795 | +3.9% | 0.02% | +6.7% |
| Q4 2015 | $238,000 | – | 2,691 | – | 0.02% | – |
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% |