ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,207,989 | -20.4% | 7,852 | -16.6% | 0.29% | -20.8% |
| Q2 2023 | $1,516,724 | +14.9% | 9,410 | +6.8% | 0.37% | +5.2% |
| Q1 2023 | $1,319,730 | -15.9% | 8,813 | -18.5% | 0.35% | -15.9% |
| Q4 2022 | $1,569,700 | +16.5% | 10,820 | +3.2% | 0.41% | +3.5% |
| Q3 2022 | $1,347,000 | -17.3% | 10,484 | -6.3% | 0.40% | -3.6% |
| Q2 2022 | $1,628,000 | +14.7% | 11,183 | +22.7% | 0.42% | +22.4% |
| Q1 2022 | $1,419,000 | +6.2% | 9,114 | +6.9% | 0.34% | -11.3% |
| Q4 2021 | $1,336,000 | +16.6% | 8,529 | +8.2% | 0.38% | +1.9% |
| Q3 2021 | $1,146,000 | -0.8% | 7,879 | +0.7% | 0.38% | -2.6% |
| Q2 2021 | $1,155,000 | +6.4% | 7,824 | +1.7% | 0.38% | -7.2% |
| Q1 2021 | $1,086,000 | +18.3% | 7,690 | +7.3% | 0.42% | -15.0% |
| Q4 2020 | $918,000 | +11.7% | 7,170 | -1.9% | 0.49% | -4.5% |
| Q3 2020 | $822,000 | +4.6% | 7,312 | +0.7% | 0.51% | -9.9% |
| Q2 2020 | $786,000 | -34.3% | 7,260 | -41.6% | 0.57% | -47.7% |
| Q1 2020 | $1,196,000 | -24.1% | 12,422 | +3.5% | 1.08% | +6.0% |
| Q4 2019 | $1,576,000 | +14.5% | 11,998 | +3.9% | 1.02% | +9.5% |
| Q3 2019 | $1,376,000 | +19.7% | 11,546 | +17.0% | 0.94% | +26.5% |
| Q2 2019 | $1,150,000 | +3.4% | 9,869 | -0.6% | 0.74% | +0.8% |
| Q1 2019 | $1,112,000 | +6.4% | 9,927 | -3.9% | 0.73% | -17.6% |
| Q4 2018 | $1,045,000 | -16.5% | 10,328 | -4.5% | 0.89% | -7.3% |
| Q3 2018 | $1,252,000 | +5.5% | 10,812 | +0.3% | 0.96% | +14.6% |
| Q2 2018 | $1,187,000 | – | 10,779 | – | 0.84% | – |
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% |