ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,350 | +7.7% | 3,168 | +12.8% | 0.05% | +6.7% |
| Q2 2023 | $452,606 | +7.3% | 2,808 | +1.1% | 0.04% | -2.2% |
| Q1 2023 | $421,642 | +0.7% | 2,778 | -3.8% | 0.05% | -8.0% |
| Q4 2022 | $418,909 | +12.9% | 2,888 | +0.1% | 0.05% | -5.7% |
| Q3 2022 | $371,000 | -4.9% | 2,885 | +1.7% | 0.05% | -20.9% |
| Q2 2022 | $390,000 | -12.8% | 2,838 | -1.1% | 0.07% | -5.6% |
| Q1 2022 | $447,000 | -8.6% | 2,870 | -8.0% | 0.07% | -9.0% |
| Q4 2021 | $489,000 | -2.4% | 3,119 | -9.4% | 0.08% | -21.2% |
| Q3 2021 | $501,000 | -2.3% | 3,443 | -1.0% | 0.10% | -16.8% |
| Q2 2021 | $513,000 | +1.8% | 3,477 | -2.5% | 0.12% | -19.6% |
| Q1 2021 | $504,000 | +7.2% | 3,566 | -2.9% | 0.15% | -7.5% |
| Q4 2020 | $470,000 | +7.6% | 3,674 | -5.4% | 0.16% | -10.6% |
| Q3 2020 | $437,000 | -10.6% | 3,884 | -14.1% | 0.18% | -22.8% |
| Q2 2020 | $489,000 | +0.4% | 4,521 | -10.7% | 0.23% | -23.9% |
| Q1 2020 | $487,000 | -36.0% | 5,064 | -13.4% | 0.30% | -30.4% |
| Q4 2019 | $761,000 | +7.9% | 5,846 | -1.2% | 0.44% | -5.0% |
| Q3 2019 | $705,000 | -1.0% | 5,916 | -3.2% | 0.46% | -12.9% |
| Q2 2019 | $712,000 | +2.9% | 6,109 | -0.5% | 0.53% | -3.5% |
| Q1 2019 | $692,000 | +14.2% | 6,142 | +2.6% | 0.55% | -2.1% |
| Q4 2018 | $606,000 | -45.3% | 5,988 | -38.3% | 0.56% | -39.8% |
| Q4 2017 | $1,108,000 | – | 9,701 | – | 0.93% | – |
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% |