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 | $264,605 | -4.6% | 1,720 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $277,247 | -4.5% | 1,720 | -10.1% | 0.12% | -9.9% |
| Q1 2023 | $290,317 | +4.6% | 1,913 | 0.0% | 0.13% | +1.6% |
| Q4 2022 | $277,519 | +12.8% | 1,913 | 0.0% | 0.13% | -3.7% |
| Q3 2022 | $246,000 | -6.5% | 1,913 | 0.0% | 0.13% | -1.5% |
| Q2 2022 | $263,000 | -1.9% | 1,913 | +11.2% | 0.14% | +7.9% |
| Q1 2022 | $268,000 | -0.4% | 1,720 | 0.0% | 0.13% | +2.4% |
| Q4 2021 | $269,000 | +7.6% | 1,720 | 0.0% | 0.12% | -2.4% |
| Q3 2021 | $250,000 | -1.6% | 1,720 | 0.0% | 0.13% | -1.6% |
| Q2 2021 | $254,000 | +4.5% | 1,720 | 0.0% | 0.13% | -3.0% |
| Q1 2021 | $243,000 | +10.5% | 1,720 | 0.0% | 0.13% | +5.6% |
| Q4 2020 | $220,000 | – | 1,720 | – | 0.12% | – |
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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% |