ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $503,364 | -21.5% | 3,272 | -17.8% | 0.01% | -8.3% |
Q2 2023 | $641,496 | -53.3% | 3,980 | -56.1% | 0.01% | -36.8% |
Q1 2023 | $1,374,567 | -21.9% | 9,058 | -25.3% | 0.02% | -20.8% |
Q4 2022 | $1,759,705 | +12.7% | 12,130 | -0.2% | 0.02% | +4.3% |
Q3 2022 | $1,562,000 | +22.4% | 12,153 | +30.9% | 0.02% | +15.0% |
Q2 2022 | $1,276,000 | -11.8% | 9,286 | +0.0% | 0.02% | +5.3% |
Q1 2022 | $1,446,000 | -0.6% | 9,285 | 0.0% | 0.02% | -20.8% |
Q4 2021 | $1,454,000 | +7.1% | 9,285 | -0.5% | 0.02% | +41.2% |
Q3 2021 | $1,357,000 | -15.1% | 9,334 | -13.8% | 0.02% | -15.0% |
Q2 2021 | $1,599,000 | +4.0% | 10,828 | -0.6% | 0.02% | -4.8% |
Q1 2021 | $1,538,000 | +8.3% | 10,893 | -1.8% | 0.02% | 0.0% |
Q4 2020 | $1,420,000 | +10.4% | 11,095 | -3.0% | 0.02% | 0.0% |
Q3 2020 | $1,286,000 | +9.1% | 11,435 | +4.9% | 0.02% | -4.5% |
Q2 2020 | $1,179,000 | +3584.4% | 10,897 | +3172.4% | 0.02% | +2100.0% |
Q1 2020 | $32,000 | -97.8% | 333 | -97.0% | 0.00% | -96.3% |
Q4 2019 | $1,460,000 | +17.6% | 11,228 | +7.7% | 0.03% | +8.0% |
Q3 2019 | $1,242,000 | +4.3% | 10,422 | +2.0% | 0.02% | -37.5% |
Q2 2019 | $1,191,000 | – | 10,219 | – | 0.04% | – |
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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% |