ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. 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 | $333,526 | -4.6% | 2,168 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $349,460 | +6.2% | 2,168 | 0.0% | 0.06% | -6.3% |
| Q1 2023 | $329,016 | +4.6% | 2,168 | 0.0% | 0.06% | -4.5% |
| Q4 2022 | $314,512 | +3.1% | 2,168 | -8.7% | 0.07% | -2.9% |
| Q3 2022 | $305,000 | -4.1% | 2,374 | +2.6% | 0.07% | +9.7% |
| Q2 2022 | $318,000 | -11.7% | 2,314 | 0.0% | 0.06% | +6.9% |
| Q1 2022 | $360,000 | -5.8% | 2,314 | -5.2% | 0.06% | -6.5% |
| Q4 2021 | $382,000 | -7.3% | 2,440 | -13.8% | 0.06% | -13.9% |
| Q3 2021 | $412,000 | -4.0% | 2,830 | -2.5% | 0.07% | -4.0% |
| Q2 2021 | $429,000 | +44.4% | 2,903 | +38.0% | 0.08% | +33.9% |
| Q1 2021 | $297,000 | -4.8% | 2,103 | -13.8% | 0.06% | -9.7% |
| Q4 2020 | $312,000 | +9.5% | 2,441 | -3.6% | 0.06% | -4.6% |
| Q3 2020 | $285,000 | +2.5% | 2,531 | -1.4% | 0.06% | -4.4% |
| Q2 2020 | $278,000 | -82.4% | 2,568 | -84.4% | 0.07% | -86.1% |
| Q1 2020 | $1,581,000 | -24.3% | 16,431 | +2.3% | 0.49% | +3.4% |
| Q4 2019 | $2,089,000 | -1.0% | 16,054 | -11.4% | 0.47% | +1.1% |
| Q2 2019 | $2,111,000 | +1.5% | 18,111 | -1.7% | 0.47% | +3.3% |
| Q1 2019 | $2,079,000 | – | 18,423 | – | 0.45% | – |
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% |