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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,999 | -4.6% | 247 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,814 | +6.2% | 247 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $37,485 | +227.1% | 247 | +212.7% | 0.01% | +166.7% |
| Q4 2022 | $11,461 | +14.6% | 79 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -9.1% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -26.7% | 79 | -16.0% | 0.00% | -25.0% |
| Q1 2022 | $15,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | -68.1% | 94 | -71.0% | 0.00% | -69.2% |
| Q3 2021 | $47,000 | -2.1% | 324 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $48,000 | +4.3% | 324 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $46,000 | +12.2% | 324 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $41,000 | +13.9% | 324 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $36,000 | +2.9% | 324 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $35,000 | +12.9% | 324 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $31,000 | – | 324 | – | 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% |