ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,538 | -15.7% | 1,726 | -11.7% | 0.02% | 0.0% |
| Q2 2023 | $315,137 | -16.3% | 1,955 | -21.2% | 0.02% | -25.0% |
| Q1 2023 | $376,517 | -1.9% | 2,481 | -6.3% | 0.03% | -15.8% |
| Q4 2022 | $384,000 | +12.9% | 2,647 | 0.0% | 0.04% | -2.6% |
| Q3 2022 | $340,000 | -14.4% | 2,647 | +4.3% | 0.04% | 0.0% |
| Q4 2021 | $397,000 | +5.9% | 2,537 | -1.6% | 0.04% | -4.9% |
| Q3 2021 | $375,000 | -8.8% | 2,577 | -7.5% | 0.04% | -12.8% |
| Q2 2021 | $411,000 | -48.8% | 2,786 | -50.9% | 0.05% | -54.4% |
| Q1 2021 | $802,000 | -10.2% | 5,677 | -18.6% | 0.10% | -31.8% |
| Q4 2020 | $893,000 | -8.2% | 6,976 | -17.4% | 0.15% | -19.3% |
| Q3 2020 | $973,000 | -7.4% | 8,441 | -12.8% | 0.19% | -21.1% |
| Q2 2020 | $1,051,000 | +2.8% | 9,675 | -1.7% | 0.24% | -13.8% |
| Q1 2020 | $1,022,000 | -40.5% | 9,842 | -25.7% | 0.28% | -34.7% |
| Q4 2019 | $1,718,000 | +13.1% | 13,241 | +1.4% | 0.42% | +0.5% |
| Q3 2019 | $1,519,000 | -3.8% | 13,052 | -0.9% | 0.42% | -2.3% |
| Q2 2019 | $1,579,000 | +2.1% | 13,177 | -0.0% | 0.43% | -8.9% |
| Q1 2019 | $1,547,000 | +5.7% | 13,178 | +0.1% | 0.47% | +2.6% |
| Q4 2018 | $1,463,000 | -4.7% | 13,166 | -5.5% | 0.46% | -61.5% |
| Q3 2018 | $1,535,000 | -0.5% | 13,927 | -0.5% | 1.19% | -12.4% |
| Q2 2018 | $1,542,000 | -5.3% | 14,003 | -5.9% | 1.36% | -11.8% |
| Q1 2018 | $1,628,000 | -6.9% | 14,888 | -2.7% | 1.54% | -15.8% |
| Q4 2017 | $1,749,000 | – | 15,306 | – | 1.83% | – |
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% |