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 | $3,420,385 | -5.0% | 22,233 | -0.5% | 0.17% | -1.1% |
| Q2 2023 | $3,600,886 | +8.8% | 22,339 | +2.4% | 0.17% | -14.3% |
| Q1 2023 | $3,309,208 | +4.0% | 21,806 | -0.6% | 0.20% | -10.2% |
| Q4 2022 | $3,183,426 | +102.5% | 21,944 | +79.4% | 0.23% | +73.8% |
| Q3 2022 | $1,572,000 | -8.6% | 12,232 | -2.2% | 0.13% | -9.1% |
| Q2 2022 | $1,719,000 | -9.7% | 12,505 | +2.3% | 0.14% | +5.9% |
| Q1 2022 | $1,903,000 | -45.0% | 12,218 | -44.7% | 0.14% | -47.9% |
| Q4 2021 | $3,462,000 | +147.1% | 22,102 | +129.5% | 0.26% | +34.9% |
| Q3 2021 | $1,401,000 | -3.2% | 9,632 | -1.7% | 0.19% | -25.9% |
| Q2 2021 | $1,447,000 | -0.9% | 9,801 | -5.2% | 0.26% | -8.2% |
| Q1 2021 | $1,460,000 | +4609.7% | 10,334 | +3488.2% | 0.28% | +1558.8% |
| Q2 2020 | $31,000 | -90.2% | 288 | -88.1% | 0.02% | -93.9% |
| Q4 2019 | $315,000 | -24.3% | 2,415 | -30.9% | 0.28% | -36.2% |
| Q3 2019 | $416,000 | +732.0% | 3,493 | +710.4% | 0.44% | +664.9% |
| Q2 2019 | $50,000 | – | 431 | – | 0.06% | – |
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% |