ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,243,159 | -4.7% | 47,082 | -0.1% | 0.15% | -3.9% |
| Q2 2023 | $7,597,463 | +6.5% | 47,134 | +0.3% | 0.15% | -7.3% |
| Q1 2023 | $7,133,582 | +15.9% | 47,006 | +10.8% | 0.16% | -4.1% |
| Q4 2022 | $6,153,009 | +13.4% | 42,414 | +0.5% | 0.17% | +15.4% |
| Q3 2022 | $5,424,000 | -5.9% | 42,204 | +0.6% | 0.15% | -14.9% |
| Q2 2022 | $5,767,000 | -9.2% | 41,954 | +2.8% | 0.18% | +15.9% |
| Q1 2022 | $6,354,000 | +702.3% | 40,807 | +706.8% | 0.15% | +738.9% |
| Q4 2021 | $792,000 | +6.6% | 5,058 | -1.0% | 0.02% | -10.0% |
| Q3 2021 | $743,000 | -1.5% | 5,108 | +0.0% | 0.02% | -9.1% |
| Q2 2021 | $754,000 | – | 5,107 | – | 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% |