ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $157,840 | -4.6% | 1,026 | 0.0% | 0.01% | -13.3% |
| Q2 2023 | $165,381 | +6.2% | 1,026 | 0.0% | 0.02% | +7.1% |
| Q1 2023 | $155,706 | +4.6% | 1,026 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $148,842 | +12.8% | 1,026 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $132,000 | -22.8% | 1,026 | -17.3% | 0.01% | -18.8% |
| Q2 2022 | $171,000 | -55.0% | 1,241 | -49.2% | 0.02% | -50.0% |
| Q1 2022 | $380,000 | -0.8% | 2,445 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $383,000 | +9.1% | 2,445 | +1.3% | 0.03% | 0.0% |
| Q3 2021 | $351,000 | -2.5% | 2,413 | -0.9% | 0.03% | +3.3% |
| Q2 2021 | $360,000 | -1.6% | 2,434 | -6.0% | 0.03% | -9.1% |
| Q1 2021 | $366,000 | +51.2% | 2,589 | +36.8% | 0.03% | +37.5% |
| Q4 2020 | $242,000 | +8.5% | 1,893 | -4.7% | 0.02% | -4.0% |
| Q3 2020 | $223,000 | +4.7% | 1,986 | +0.8% | 0.02% | +4.2% |
| Q2 2020 | $213,000 | -10.1% | 1,970 | -19.9% | 0.02% | -22.6% |
| Q1 2020 | $237,000 | -25.2% | 2,460 | +0.9% | 0.03% | -3.1% |
| Q4 2019 | $317,000 | +8.9% | 2,437 | -0.2% | 0.03% | +3.2% |
| Q3 2019 | $291,000 | +1.7% | 2,443 | -0.6% | 0.03% | +3.3% |
| Q2 2019 | $286,000 | +3.2% | 2,458 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $277,000 | – | 2,458 | – | 0.03% | – |
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% |