ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,194,949 | -4.6% | 20,768 | 0.0% | 0.28% | +0.4% |
| Q2 2023 | $3,347,594 | -1.3% | 20,768 | -7.1% | 0.28% | -10.4% |
| Q1 2023 | $3,392,747 | +3.1% | 22,356 | -1.4% | 0.31% | -3.7% |
| Q4 2022 | $3,289,897 | +35.9% | 22,678 | +20.4% | 0.32% | +26.9% |
| Q3 2022 | $2,421,000 | -9.1% | 18,842 | -2.8% | 0.25% | -6.3% |
| Q2 2022 | $2,664,000 | -15.8% | 19,378 | -4.7% | 0.27% | -2.5% |
| Q1 2022 | $3,165,000 | +14.2% | 20,325 | +14.9% | 0.28% | +19.4% |
| Q4 2021 | $2,771,000 | +5.8% | 17,692 | -1.7% | 0.23% | -4.5% |
| Q3 2021 | $2,618,000 | -1.5% | 18,002 | 0.0% | 0.24% | -4.0% |
| Q2 2021 | $2,658,000 | +0.1% | 18,002 | -4.3% | 0.25% | -4.5% |
| Q1 2021 | $2,656,000 | +8.4% | 18,805 | -1.7% | 0.26% | -6.7% |
| Q4 2020 | $2,450,000 | +10.7% | 19,134 | -2.8% | 0.28% | -3.7% |
| Q3 2020 | $2,214,000 | +3.9% | 19,686 | 0.0% | 0.30% | -1.0% |
| Q2 2020 | $2,130,000 | -4.7% | 19,686 | -15.2% | 0.30% | -21.0% |
| Q1 2020 | $2,234,000 | – | 23,212 | – | 0.38% | – |
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% |