ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,691 | -12.6% | 271 | -8.4% | 0.02% | -5.6% |
| Q2 2023 | $47,712 | +2.7% | 296 | -3.3% | 0.02% | 0.0% |
| Q1 2023 | $46,439 | -35.5% | 306 | -38.3% | 0.02% | -41.9% |
| Q4 2022 | $71,955 | +12.4% | 496 | -0.8% | 0.03% | +3.3% |
| Q3 2022 | $64,000 | -12.3% | 500 | -5.7% | 0.03% | -9.1% |
| Q2 2022 | $73,000 | -12.0% | 530 | 0.0% | 0.03% | +10.0% |
| Q1 2022 | $83,000 | 0.0% | 530 | 0.0% | 0.03% | +15.4% |
| Q4 2021 | $83,000 | +7.8% | 530 | 0.0% | 0.03% | -10.3% |
| Q3 2021 | $77,000 | -1.3% | 530 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $78,000 | +4.0% | 530 | 0.0% | 0.03% | -9.4% |
| Q1 2021 | $75,000 | +10.3% | 530 | 0.0% | 0.03% | +14.3% |
| Q4 2020 | $68,000 | +13.3% | 530 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $60,000 | – | 530 | – | 0.03% | – |
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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% |