ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $434,026 | +6.2% | 2,693 | 0.0% | 0.24% | 0.0% |
| Q1 2023 | $408,634 | -33.2% | 2,693 | -36.1% | 0.24% | -46.0% |
| Q4 2022 | $611,562 | -13.7% | 4,216 | -23.6% | 0.45% | -19.4% |
| Q3 2022 | $709,000 | -6.5% | 5,515 | 0.0% | 0.56% | +1.4% |
| Q2 2022 | $758,000 | +211.9% | 5,515 | +252.6% | 0.56% | +258.1% |
| Q1 2022 | $243,000 | +3.0% | 1,564 | +3.9% | 0.16% | +6.2% |
| Q4 2021 | $236,000 | -2.5% | 1,506 | -9.4% | 0.15% | -12.0% |
| Q3 2021 | $242,000 | +8.5% | 1,663 | +9.9% | 0.17% | -4.0% |
| Q2 2021 | $223,000 | -41.6% | 1,513 | -44.1% | 0.17% | -50.0% |
| Q1 2021 | $382,000 | -34.5% | 2,708 | -40.5% | 0.35% | -34.5% |
| Q4 2020 | $583,000 | +199.0% | 4,552 | +113700.0% | 0.53% | +254.4% |
| Q4 2019 | $195,000 | – | 4 | – | 0.15% | – |
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% |