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 | $44,921 | -4.6% | 292 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $47,067 | +6.2% | 292 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $44,314 | +4.6% | 292 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $42,360 | +11.5% | 292 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $38,000 | -5.0% | 292 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $40,000 | -11.1% | 292 | 0.0% | 0.01% | +7.7% |
| Q1 2022 | $45,000 | -2.2% | 292 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $46,000 | +9.5% | 292 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $42,000 | -2.3% | 292 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $43,000 | +4.9% | 292 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $41,000 | +10.8% | 292 | 0.0% | 0.02% | +7.1% |
| Q4 2020 | $37,000 | +12.1% | 292 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $33,000 | +3.1% | 292 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $32,000 | +14.3% | 292 | 0.0% | 0.02% | -15.8% |
| Q1 2020 | $28,000 | -26.3% | 292 | 0.0% | 0.02% | -9.5% |
| Q4 2019 | $38,000 | +8.6% | 292 | 0.0% | 0.02% | -4.5% |
| Q3 2019 | $35,000 | +2.9% | 292 | 0.0% | 0.02% | -4.3% |
| Q2 2019 | $34,000 | – | 292 | – | 0.02% | – |
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% |