ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $437,000 | -6.4% | 3,399 | 0.0% | 0.27% | -14.4% |
| Q2 2022 | $467,000 | -11.7% | 3,399 | 0.0% | 0.31% | -2.2% |
| Q1 2022 | $529,000 | -0.6% | 3,399 | 0.0% | 0.32% | -1.8% |
| Q4 2021 | $532,000 | +7.7% | 3,399 | 0.0% | 0.33% | 0.0% |
| Q3 2021 | $494,000 | -1.6% | 3,399 | 0.0% | 0.33% | -7.4% |
| Q2 2021 | $502,000 | +0.4% | 3,399 | -4.0% | 0.35% | +0.9% |
| Q1 2021 | $500,000 | +10.4% | 3,542 | 0.0% | 0.35% | +3.9% |
| Q4 2020 | $453,000 | +13.8% | 3,542 | 0.0% | 0.34% | -1.2% |
| Q3 2020 | $398,000 | +3.9% | 3,542 | 0.0% | 0.34% | -0.9% |
| Q2 2020 | $383,000 | -30.6% | 3,542 | -38.3% | 0.34% | -37.3% |
| Q1 2020 | $552,000 | -30.4% | 5,740 | -5.8% | 0.55% | -16.4% |
| Q4 2019 | $793,000 | +9.2% | 6,095 | 0.0% | 0.65% | 0.0% |
| Q3 2019 | $726,000 | +0.6% | 6,095 | 0.0% | 0.65% | -1.1% |
| Q2 2019 | $722,000 | -12.4% | 6,095 | -15.5% | 0.66% | -17.0% |
| Q1 2019 | $824,000 | +12.9% | 7,214 | 0.0% | 0.80% | +0.5% |
| Q4 2018 | $730,000 | – | 7,214 | – | 0.79% | – |
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% |