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 | $302,911 | -13.4% | 1,969 | -9.2% | 0.01% | -15.4% |
Q2 2023 | $349,622 | +6.2% | 2,169 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $329,168 | +4.6% | 2,169 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $314,657 | +12.8% | 2,169 | 0.0% | 0.01% | +8.3% |
Q3 2022 | $279,000 | -6.4% | 2,169 | 0.0% | 0.01% | -7.7% |
Q2 2022 | $298,000 | -19.2% | 2,169 | -8.4% | 0.01% | -7.1% |
Q1 2022 | $369,000 | -1.1% | 2,369 | -0.4% | 0.01% | 0.0% |
Q4 2021 | $373,000 | +7.8% | 2,379 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $346,000 | -1.4% | 2,379 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $351,000 | -0.3% | 2,379 | -4.4% | 0.01% | -6.7% |
Q1 2021 | $352,000 | +10.3% | 2,489 | 0.0% | 0.02% | +7.1% |
Q4 2020 | $319,000 | +13.9% | 2,489 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $280,000 | -9.7% | 2,489 | -13.2% | 0.01% | -17.6% |
Q2 2020 | $310,000 | +12.3% | 2,868 | 0.0% | 0.02% | -5.6% |
Q1 2020 | $276,000 | -26.0% | 2,868 | 0.0% | 0.02% | -10.0% |
Q4 2019 | $373,000 | – | 2,868 | – | 0.02% | – |
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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% |