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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,569 | -4.6% | 1,869 | 0.0% | 0.07% | -6.9% |
| Q2 2023 | $301,309 | +5.1% | 1,869 | -1.1% | 0.07% | -36.8% |
| Q1 2023 | $286,599 | -2.3% | 1,889 | -3.8% | 0.11% | -4.2% |
| Q4 2022 | $293,327 | +15.0% | 1,964 | 0.0% | 0.12% | +2.6% |
| Q3 2022 | $255,000 | -3.0% | 1,964 | +5.1% | 0.12% | -0.9% |
| Q2 2022 | $263,000 | -9.0% | 1,868 | -2.8% | 0.12% | +6.4% |
| Q1 2022 | $289,000 | -4.3% | 1,922 | +0.1% | 0.11% | +7.8% |
| Q4 2021 | $302,000 | +6.3% | 1,921 | +1.7% | 0.10% | -4.7% |
| Q3 2021 | $284,000 | – | 1,888 | – | 0.11% | – |
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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% |