ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $150,068 | -25.3% | 931 | -29.6% | 0.02% | -27.3% |
| Q1 2023 | $200,778 | -27.5% | 1,323 | -25.5% | 0.02% | -21.4% |
| Q1 2022 | $277,000 | -0.4% | 1,777 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $278,000 | +7.8% | 1,777 | 0.0% | 0.03% | +3.7% |
| Q3 2021 | $258,000 | -31.0% | 1,777 | -29.8% | 0.03% | -32.5% |
| Q2 2021 | $374,000 | +206.6% | 2,533 | +134.3% | 0.04% | -13.0% |
| Q1 2019 | $122,000 | -93.9% | 1,081 | -94.5% | 0.05% | -95.2% |
| Q4 2018 | $1,989,000 | +31.3% | 19,669 | +50.4% | 0.96% | +51.9% |
| Q3 2018 | $1,515,000 | +18.3% | 13,080 | +12.4% | 0.63% | +17.5% |
| Q2 2018 | $1,281,000 | +11.3% | 11,634 | +10.5% | 0.54% | -12.8% |
| Q1 2018 | $1,151,000 | +36.2% | 10,527 | +42.3% | 0.62% | +47.3% |
| Q4 2017 | $845,000 | – | 7,396 | – | 0.42% | – |
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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% |