ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $613,000 | +6.6% | 4,772 | +14.0% | 0.03% | +13.0% |
| Q2 2022 | $575,000 | +109.1% | 4,185 | +137.1% | 0.02% | +130.0% |
| Q1 2022 | $275,000 | -0.7% | 1,765 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $277,000 | -18.3% | 1,765 | -24.3% | 0.01% | -23.1% |
| Q3 2021 | $339,000 | +25.1% | 2,333 | +27.3% | 0.01% | +18.2% |
| Q2 2021 | $271,000 | +4.6% | 1,833 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $259,000 | +10.2% | 1,833 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $235,000 | +13.5% | 1,833 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $207,000 | +4.5% | 1,833 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $198,000 | +842.9% | 1,833 | +729.4% | 0.01% | +1000.0% |
| Q1 2020 | $21,000 | +23.5% | 221 | +71.3% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +13.3% | 129 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +15.4% | 129 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $13,000 | -13.3% | 129 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | +7.1% | 129 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | -6.7% | 129 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $15,000 | +7.1% | 129 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | – | 129 | – | 0.00% | – |
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% |