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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $444,051 | -3.3% | 3,061 | -14.2% | 0.09% | -3.1% |
| Q3 2022 | $459,000 | -39.8% | 3,566 | -35.8% | 0.10% | -27.8% |
| Q2 2022 | $763,000 | -93.9% | 5,552 | -93.1% | 0.13% | -92.8% |
| Q1 2022 | $12,569,000 | -5.8% | 80,764 | -5.1% | 1.84% | +18.4% |
| Q4 2021 | $13,338,000 | +9.8% | 85,141 | +2.0% | 1.56% | -2.0% |
| Q3 2021 | $12,143,000 | -3.7% | 83,447 | -2.3% | 1.59% | +3.4% |
| Q2 2021 | $12,615,000 | -11.2% | 85,437 | -15.0% | 1.54% | -24.1% |
| Q1 2021 | $14,206,000 | +65.1% | 100,568 | +49.6% | 2.03% | +66.1% |
| Q4 2020 | $8,605,000 | +8.3% | 67,233 | -4.8% | 1.22% | +510.0% |
| Q3 2020 | $7,942,000 | -6.3% | 70,623 | -9.7% | 0.20% | -87.2% |
| Q2 2020 | $8,472,000 | +13.0% | 78,244 | +0.4% | 1.56% | -4.1% |
| Q1 2020 | $7,496,000 | -30.3% | 77,933 | -5.7% | 1.63% | -19.9% |
| Q4 2019 | $10,747,000 | +12.7% | 82,634 | +3.4% | 2.04% | -6.7% |
| Q3 2019 | $9,532,000 | -42.2% | 79,915 | -43.4% | 2.18% | -29.4% |
| Q2 2019 | $16,479,000 | +20.6% | 141,253 | +16.5% | 3.09% | +4.3% |
| Q1 2019 | $13,668,000 | +45.7% | 121,202 | +30.7% | 2.96% | +5.9% |
| Q4 2018 | $9,382,000 | +1201.2% | 92,745 | +1397.8% | 2.80% | +184.7% |
| Q3 2018 | $721,000 | -39.8% | 6,192 | -42.7% | 0.98% | +15.0% |
| Q2 2018 | $1,197,000 | -33.5% | 10,803 | -34.5% | 0.85% | -37.7% |
| Q1 2018 | $1,800,000 | – | 16,482 | – | 1.37% | – |
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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% |