ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,766,151 | -46.7% | 50,482 | -44.1% | 1.69% | -41.3% |
| Q2 2023 | $14,557,230 | +139.0% | 90,311 | +125.1% | 2.88% | +152.5% |
| Q1 2023 | $6,089,825 | -74.5% | 40,128 | -75.6% | 1.14% | -78.0% |
| Q4 2022 | $23,875,330 | +13.4% | 164,578 | +7.4% | 5.17% | -18.9% |
| Q2 2022 | $21,060,000 | -6.2% | 153,211 | +6.3% | 6.37% | +27.4% |
| Q1 2022 | $22,442,000 | – | 144,116 | – | 5.00% | – |
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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% |