ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,365 | -4.6% | 3,194 | 0.0% | 0.10% | -12.7% |
| Q2 2023 | $514,841 | +3.9% | 3,194 | -2.2% | 0.11% | -6.8% |
| Q1 2023 | $495,648 | +7.0% | 3,266 | +2.3% | 0.12% | -5.6% |
| Q4 2022 | $463,354 | +12.7% | 3,194 | 0.0% | 0.12% | -16.1% |
| Q3 2022 | $411,000 | -6.4% | 3,194 | 0.0% | 0.15% | 0.0% |
| Q2 2022 | $439,000 | -11.7% | 3,194 | 0.0% | 0.15% | -2.6% |
| Q1 2022 | $497,000 | -0.8% | 3,194 | 0.0% | 0.15% | +2.7% |
| Q4 2021 | $501,000 | +7.7% | 3,194 | 0.0% | 0.15% | -7.5% |
| Q3 2021 | $465,000 | -2.1% | 3,194 | -0.8% | 0.16% | -5.3% |
| Q2 2021 | $475,000 | – | 3,221 | – | 0.17% | – |
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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% |