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 | $511,815 | +64933.7% | 3,327 | -31.8% | 0.09% | +27.1% |
Q2 2023 | $787 | -3.3% | 4,879 | -9.1% | 0.07% | +6.1% |
Q1 2023 | $814 | -100.0% | 5,365 | +19.1% | 0.07% | +15.8% |
Q4 2022 | $653,702,940 | +122087.5% | 4,506 | +8.2% | 0.06% | +9.6% |
Q3 2022 | $535,000 | +103.4% | 4,165 | +117.6% | 0.05% | +92.6% |
Q2 2022 | $263,000 | -67.1% | 1,914 | -62.7% | 0.03% | -59.7% |
Q1 2022 | $800,000 | +32.5% | 5,135 | +33.3% | 0.07% | +31.4% |
Q4 2021 | $604,000 | +18.7% | 3,851 | +10.0% | 0.05% | -8.9% |
Q3 2021 | $509,000 | -56.8% | 3,501 | -61.4% | 0.06% | -72.7% |
Q4 2019 | $1,179,000 | +126.3% | 9,065 | +107.4% | 0.20% | +105.0% |
Q3 2019 | $521,000 | +103.5% | 4,371 | +72.8% | 0.10% | -15.3% |
Q4 2016 | $256,000 | -61.6% | 2,530 | -65.0% | 0.12% | -73.7% |
Q2 2015 | $667,000 | -0.3% | 7,235 | +0.1% | 0.45% | +3.9% |
Q1 2015 | $669,000 | -7.3% | 7,228 | -6.2% | 0.43% | -15.3% |
Q4 2014 | $722,000 | +4.0% | 7,703 | -0.0% | 0.51% | -2.7% |
Q3 2014 | $694,000 | +2.2% | 7,705 | +2.5% | 0.52% | -0.9% |
Q2 2014 | $679,000 | – | 7,520 | – | 0.53% | – |
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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% |