ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,143 | -15.5% | 1,665 | -11.5% | 0.01% | -21.4% |
| Q2 2023 | $303,198 | -7.0% | 1,881 | -18.0% | 0.01% | -12.5% |
| Q1 2023 | $326,064 | -29.4% | 2,293 | -28.1% | 0.02% | -36.0% |
| Q4 2022 | $462,117 | -14.7% | 3,189 | -24.4% | 0.02% | -21.9% |
| Q3 2022 | $542,000 | -7.0% | 4,220 | -0.7% | 0.03% | -8.6% |
| Q2 2022 | $583,000 | -13.8% | 4,251 | -1.9% | 0.04% | -2.8% |
| Q1 2022 | $676,000 | +28.0% | 4,333 | +28.5% | 0.04% | -10.0% |
| Q4 2021 | $528,000 | +142.2% | 3,373 | +118.3% | 0.04% | +66.7% |
| Q1 2021 | $218,000 | +225.4% | 1,545 | +108.5% | 0.02% | 0.0% |
| Q3 2014 | $67,000 | – | 741 | – | 0.02% | – |
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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% |