ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $97,417 | -23.7% | 604 | -28.2% | 0.01% | -23.1% |
| Q1 2023 | $127,685 | -38.7% | 841 | -41.4% | 0.01% | -43.5% |
| Q4 2022 | $208,372 | +167.1% | 1,436 | +137.7% | 0.02% | +155.6% |
| Q3 2022 | $78,000 | -6.0% | 604 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $83,000 | -11.7% | 604 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $94,000 | -59.7% | 604 | -59.4% | 0.01% | -58.3% |
| Q4 2021 | $233,000 | +65.2% | 1,486 | +53.8% | 0.02% | +50.0% |
| Q3 2021 | $141,000 | -1.4% | 966 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $143,000 | +11.7% | 966 | +6.6% | 0.02% | +6.2% |
| Q1 2021 | $128,000 | +10.3% | 906 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $116,000 | +12.6% | 906 | -1.3% | 0.02% | 0.0% |
| Q3 2020 | $103,000 | +4.0% | 918 | +0.3% | 0.02% | -5.9% |
| Q2 2020 | $99,000 | +12.5% | 915 | +0.5% | 0.02% | -5.6% |
| Q1 2020 | $88,000 | -25.4% | 910 | 0.0% | 0.02% | -14.3% |
| Q4 2019 | $118,000 | +63.9% | 910 | +49.7% | 0.02% | +50.0% |
| Q3 2019 | $72,000 | +1.4% | 608 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $71,000 | +4.4% | 608 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $68,000 | +11.5% | 607 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $61,000 | -12.9% | 607 | +0.5% | 0.01% | -6.7% |
| Q3 2018 | $70,000 | +6.1% | 604 | +0.7% | 0.02% | 0.0% |
| Q2 2018 | $66,000 | – | 600 | – | 0.02% | – |
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% |