ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $239,482 | +0.2% | 1,578 | -4.2% | 0.12% | +9.2% |
| Q4 2022 | $239,080 | +12.8% | 1,648 | 0.0% | 0.11% | -2.7% |
| Q3 2022 | $212,000 | -6.6% | 1,648 | 0.0% | 0.11% | +12.0% |
| Q2 2022 | $227,000 | -11.0% | 1,648 | +0.6% | 0.10% | +25.0% |
| Q1 2022 | $255,000 | -0.4% | 1,638 | 0.0% | 0.08% | -29.2% |
| Q4 2021 | $256,000 | +7.6% | 1,638 | +0.2% | 0.11% | -0.9% |
| Q3 2021 | $238,000 | +4.8% | 1,634 | +6.2% | 0.11% | +8.6% |
| Q2 2021 | $227,000 | – | 1,539 | – | 0.10% | – |
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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% |