ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,371 | -4.6% | 2,349 | 0.0% | 0.05% | -3.6% |
| Q2 2023 | $378,636 | -4.6% | 2,349 | -10.2% | 0.06% | -9.7% |
| Q1 2023 | $397,005 | -24.2% | 2,616 | -27.5% | 0.06% | -52.3% |
| Q4 2022 | $523,413 | -48.7% | 3,608 | -54.5% | 0.13% | -50.0% |
| Q3 2022 | $1,020,000 | +15.8% | 7,937 | +30.8% | 0.26% | +28.7% |
| Q2 2022 | $881,000 | -9.0% | 6,067 | -2.4% | 0.20% | -17.6% |
| Q1 2022 | $968,000 | -4.2% | 6,219 | -3.6% | 0.24% | -12.2% |
| Q4 2021 | $1,010,000 | +1.8% | 6,451 | -5.4% | 0.28% | -13.1% |
| Q3 2021 | $992,000 | -27.3% | 6,819 | -26.3% | 0.32% | -26.0% |
| Q2 2021 | $1,365,000 | -0.1% | 9,248 | -4.4% | 0.43% | -9.2% |
| Q1 2021 | $1,367,000 | +8.6% | 9,676 | -1.6% | 0.48% | +1.5% |
| Q4 2020 | $1,259,000 | – | 9,832 | – | 0.47% | – |
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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% |