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 | $5,811,230 | -6.2% | 37,453 | -0.6% | 1.12% | -2.4% |
| Q2 2023 | $6,196,738 | +3.6% | 37,693 | -5.3% | 1.15% | -1.4% |
| Q1 2023 | $5,980,709 | -14.7% | 39,813 | -11.3% | 1.16% | -13.5% |
| Q4 2022 | $7,008,441 | +6.4% | 44,877 | -12.4% | 1.34% | -11.8% |
| Q3 2022 | $6,585,000 | -21.2% | 51,234 | -15.8% | 1.52% | -15.6% |
| Q2 2022 | $8,360,000 | +4.3% | 60,815 | +18.2% | 1.80% | +21.5% |
| Q1 2022 | $8,015,000 | +395.1% | 51,469 | +244.0% | 1.49% | +265.1% |
| Q2 2020 | $1,619,000 | – | 14,961 | – | 0.41% | – |
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% |