ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,065 | -8.1% | 1,944 | -3.7% | 0.03% | -6.5% |
| Q2 2023 | $325,443 | +29.6% | 2,019 | +22.0% | 0.03% | +19.2% |
| Q1 2023 | $251,163 | +1.2% | 1,655 | -3.2% | 0.03% | -3.7% |
| Q4 2022 | $248,070 | +20.4% | 1,710 | +6.7% | 0.03% | +17.4% |
| Q3 2022 | $206,000 | 0.0% | 1,603 | +7.0% | 0.02% | +9.5% |
| Q2 2022 | $206,000 | -12.3% | 1,498 | -0.6% | 0.02% | 0.0% |
| Q1 2022 | $235,000 | -0.8% | 1,507 | -0.3% | 0.02% | 0.0% |
| Q4 2021 | $237,000 | +2.2% | 1,511 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $232,000 | – | 1,511 | – | 0.02% | – |
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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% |