ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $716,741 | -4.6% | 4,659 | 0.0% | 0.14% | -2.8% |
| Q2 2023 | $750,984 | +3.9% | 4,659 | -2.2% | 0.14% | -0.7% |
| Q1 2023 | $723,136 | +0.0% | 4,765 | -4.4% | 0.14% | -5.2% |
| Q4 2022 | $722,884 | +4.6% | 4,983 | -7.4% | 0.15% | -1.9% |
| Q3 2022 | $691,000 | -12.9% | 5,380 | -6.7% | 0.16% | -10.3% |
| Q2 2022 | $793,000 | -15.0% | 5,768 | -3.7% | 0.17% | -8.9% |
| Q1 2022 | $933,000 | -1.9% | 5,990 | -1.3% | 0.19% | -4.5% |
| Q4 2021 | $951,000 | +4.9% | 6,070 | -2.7% | 0.20% | -4.3% |
| Q3 2021 | $907,000 | -4.6% | 6,240 | -3.1% | 0.21% | -10.7% |
| Q2 2021 | $951,000 | +4.3% | 6,441 | -0.2% | 0.23% | -3.3% |
| Q1 2021 | $912,000 | +9.9% | 6,457 | -0.4% | 0.24% | +3.4% |
| Q4 2020 | $830,000 | +13.9% | 6,480 | 0.0% | 0.23% | -6.8% |
| Q3 2020 | $729,000 | – | 6,480 | – | 0.25% | – |
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% |