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 | $846,867 | -6.8% | 5,505 | -2.4% | 0.18% | -1.6% |
Q2 2023 | $909,088 | +6.5% | 5,640 | +0.2% | 0.18% | +0.6% |
Q1 2023 | $853,945 | +4.7% | 5,627 | +0.1% | 0.18% | -1.6% |
Q4 2022 | $815,730 | +11.0% | 5,624 | -1.6% | 0.18% | +0.5% |
Q3 2022 | $735,000 | -8.0% | 5,718 | -1.6% | 0.18% | -5.2% |
Q2 2022 | $799,000 | -11.8% | 5,811 | -0.2% | 0.19% | +1.6% |
Q1 2022 | $906,000 | +1.5% | 5,821 | +2.1% | 0.19% | +3.8% |
Q4 2021 | $893,000 | +8.6% | 5,702 | +0.9% | 0.18% | +0.5% |
Q3 2021 | $822,000 | -1.3% | 5,652 | +0.2% | 0.18% | +1.1% |
Q2 2021 | $833,000 | +2.0% | 5,642 | -2.5% | 0.18% | -9.1% |
Q1 2021 | $817,000 | +17.4% | 5,788 | +6.4% | 0.20% | +9.4% |
Q4 2020 | $696,000 | +16.4% | 5,438 | +2.3% | 0.18% | +1.1% |
Q3 2020 | $598,000 | +4.0% | 5,315 | +0.1% | 0.18% | -5.3% |
Q2 2020 | $575,000 | +6.5% | 5,310 | -5.3% | 0.19% | -6.9% |
Q1 2020 | $540,000 | -10.9% | 5,606 | +20.3% | 0.20% | +6.3% |
Q4 2019 | $606,000 | +3.6% | 4,660 | -5.1% | 0.19% | -4.5% |
Q3 2019 | $585,000 | +2.3% | 4,910 | 0.0% | 0.20% | -0.5% |
Q2 2019 | $572,000 | -3.2% | 4,910 | -6.3% | 0.20% | -7.4% |
Q1 2019 | $591,000 | +18.9% | 5,238 | +6.7% | 0.22% | +8.5% |
Q4 2018 | $497,000 | – | 4,911 | – | 0.20% | – |
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% |