ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $81,381 | -17.1% | 529 | -13.1% | 0.03% | -17.1% |
| Q2 2023 | $98,165 | +104330.9% | 609 | -1.6% | 0.04% | -4.7% |
| Q1 2023 | $94 | +4.4% | 619 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $90 | -99.9% | 619 | -54.1% | 0.04% | -68.3% |
| Q3 2022 | $173,000 | -47.6% | 1,348 | -43.9% | 0.14% | +1.5% |
| Q2 2022 | $330,000 | -8.1% | 2,401 | +4.2% | 0.14% | -1.4% |
| Q1 2022 | $359,000 | +54.7% | 2,305 | +55.6% | 0.14% | +37.6% |
| Q4 2021 | $232,000 | +5.5% | 1,481 | -2.0% | 0.10% | 0.0% |
| Q3 2021 | $220,000 | -1.3% | 1,511 | 0.0% | 0.10% | -5.6% |
| Q2 2021 | $223,000 | +4.7% | 1,511 | 0.0% | 0.11% | +10.3% |
| Q1 2021 | $213,000 | +10.4% | 1,511 | +0.1% | 0.10% | +9.0% |
| Q4 2020 | $193,000 | -1.5% | 1,510 | -13.2% | 0.09% | -19.1% |
| Q3 2020 | $196,000 | +2.6% | 1,739 | -1.5% | 0.11% | -6.8% |
| Q2 2020 | $191,000 | -17.0% | 1,765 | +0.1% | 0.12% | -21.3% |
| Q4 2019 | $230,000 | – | 1,764 | – | 0.15% | – |
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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% |