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 | $634,587 | -5.1% | 4,122 | -0.6% | 0.04% | -2.6% |
| Q2 2023 | $668,451 | +4.0% | 4,146 | -2.1% | 0.04% | -4.9% |
| Q1 2023 | $642,658 | +4.3% | 4,234 | -0.3% | 0.04% | -8.9% |
| Q4 2022 | $615,958 | +6.6% | 4,246 | -5.7% | 0.04% | -4.3% |
| Q3 2022 | $578,000 | -99.9% | 4,504 | -0.4% | 0.05% | 0.0% |
| Q2 2022 | $621,613,000 | +88322.9% | 4,522 | +0.1% | 0.05% | 0.0% |
| Q1 2022 | $703,000 | -0.4% | 4,516 | +0.1% | 0.05% | +2.2% |
| Q4 2021 | $706,000 | +8.0% | 4,511 | +0.2% | 0.05% | -2.1% |
| Q3 2021 | $654,000 | -4.0% | 4,503 | -2.4% | 0.05% | -14.5% |
| Q2 2021 | $681,000 | -8.7% | 4,614 | -12.6% | 0.06% | -11.3% |
| Q1 2021 | $746,000 | +11.2% | 5,282 | +0.8% | 0.06% | -16.2% |
| Q4 2020 | $671,000 | – | 5,242 | – | 0.07% | – |
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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% |