ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $190 | -4.5% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $199 | +6.4% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $187 | +5.1% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $178 | -98.2% | 1 | -98.8% | 0.00% | -100.0% |
| Q3 2022 | $10,000 | -9.1% | 81 | +1.2% | 0.01% | 0.0% |
| Q2 2022 | $11,000 | -8.3% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 80 | +1.3% | 0.01% | -12.5% |
| Q3 2021 | $12,000 | 0.0% | 79 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $12,000 | +9.1% | 79 | +1.3% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 78 | -3.7% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 81 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $9,000 | 0.0% | 81 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 81 | +1.2% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -20.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $10,000 | +11.1% | 80 | +1.3% | 0.01% | +14.3% |
| Q3 2019 | $9,000 | 0.0% | 79 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $9,000 | 0.0% | 79 | +1.3% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 78 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 78 | +1.3% | 0.01% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 77 | +1.3% | 0.01% | +14.3% |
| Q2 2018 | $8,000 | 0.0% | 76 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | -11.1% | 76 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $9,000 | +12.5% | 76 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $8,000 | 0.0% | 76 | +1.3% | 0.01% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $8,000 | 0.0% | 75 | +1.4% | 0.01% | 0.0% |
| Q4 2016 | $8,000 | – | 74 | – | 0.01% | – |
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% |