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 | $9,038 | +0.0% | 58,750 | +4.8% | 1.08% | +6.4% |
Q2 2023 | $9,036 | +3.9% | 56,055 | -2.2% | 1.02% | -0.2% |
Q1 2023 | $8,696 | +3.8% | 57,301 | -0.8% | 1.02% | -3.4% |
Q4 2022 | $8,377 | -99.9% | 57,744 | +0.1% | 1.06% | +8.3% |
Q3 2022 | $7,411,000 | -6.2% | 57,665 | +0.3% | 0.98% | +1.6% |
Q2 2022 | $7,903,000 | -11.9% | 57,495 | -0.1% | 0.96% | +6.7% |
Q1 2022 | $8,966,000 | +0.2% | 57,575 | +0.8% | 0.90% | +7.6% |
Q4 2021 | $8,946,000 | +7.2% | 57,115 | -0.5% | 0.84% | -2.2% |
Q3 2021 | $8,348,000 | -3.1% | 57,403 | -1.6% | 0.86% | -2.4% |
Q2 2021 | $8,617,000 | +8.8% | 58,365 | +4.1% | 0.88% | -0.2% |
Q1 2021 | $7,917,000 | +14.2% | 56,051 | +3.5% | 0.88% | +7.1% |
Q4 2020 | $6,930,000 | +13.8% | 54,135 | -0.1% | 0.82% | -1.0% |
Q3 2020 | $6,092,000 | +3.8% | 54,175 | -0.2% | 0.83% | -8.6% |
Q2 2020 | $5,871,000 | +16.2% | 54,258 | +3.4% | 0.91% | -5.9% |
Q1 2020 | $5,053,000 | -25.3% | 52,496 | +1.0% | 0.96% | -4.6% |
Q4 2019 | $6,765,000 | +8.4% | 52,001 | -0.7% | 1.01% | -1.9% |
Q3 2019 | $6,239,000 | -1.9% | 52,365 | -4.1% | 1.03% | -3.3% |
Q2 2019 | $6,362,000 | +2.9% | 54,580 | -0.4% | 1.07% | +7.2% |
Q1 2019 | $6,180,000 | +10.9% | 54,812 | -0.5% | 1.00% | -2.2% |
Q4 2018 | $5,574,000 | -12.3% | 55,107 | +0.5% | 1.02% | +6.4% |
Q3 2018 | $6,353,000 | +5.9% | 54,841 | +0.7% | 0.96% | -3.6% |
Q2 2018 | $6,000,000 | -1.8% | 54,484 | -2.4% | 0.99% | -3.1% |
Q1 2018 | $6,107,000 | -1.9% | 55,850 | +2.5% | 1.02% | -0.8% |
Q4 2017 | $6,224,000 | +51.1% | 54,486 | +42.7% | 1.03% | +42.5% |
Q3 2017 | $4,119,000 | +3.3% | 38,174 | +0.5% | 0.72% | -0.4% |
Q2 2017 | $3,988,000 | +3.7% | 37,991 | +2.8% | 0.73% | +1.7% |
Q1 2017 | $3,844,000 | +7.2% | 36,944 | +4.4% | 0.72% | +3.3% |
Q4 2016 | $3,587,000 | +13.3% | 35,379 | +6.1% | 0.69% | +14.4% |
Q3 2016 | $3,166,000 | +0.1% | 33,345 | -2.1% | 0.60% | -5.8% |
Q2 2016 | $3,163,000 | +7.4% | 34,050 | +4.0% | 0.64% | +8.3% |
Q1 2016 | $2,945,000 | +3.4% | 32,745 | +1.8% | 0.59% | +4.4% |
Q4 2015 | $2,847,000 | +8.9% | 32,160 | +3.4% | 0.57% | +4.6% |
Q3 2015 | $2,614,000 | -2.2% | 31,110 | +7.4% | 0.54% | +9.3% |
Q2 2015 | $2,672,000 | +7.4% | 28,975 | +7.8% | 0.50% | +8.5% |
Q1 2015 | $2,488,000 | +22.3% | 26,875 | +23.9% | 0.46% | +18.7% |
Q4 2014 | $2,034,000 | +14.8% | 21,690 | +10.2% | 0.39% | +13.9% |
Q3 2014 | $1,772,000 | +7.6% | 19,675 | +7.9% | 0.34% | +10.8% |
Q2 2014 | $1,647,000 | +8.1% | 18,240 | +4.1% | 0.31% | +3.7% |
Q1 2014 | $1,523,000 | +11.2% | 17,530 | +9.5% | 0.30% | +10.5% |
Q4 2013 | $1,369,000 | +23.9% | 16,015 | +13.5% | 0.27% | +13.1% |
Q3 2013 | $1,105,000 | +98.4% | 14,115 | +92.2% | 0.24% | +84.4% |
Q2 2013 | $557,000 | – | 7,345 | – | 0.13% | – |
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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% |