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 | $208 | -4.6% | 1,353 | 0.0% | 0.02% | -9.5% |
| Q2 2023 | $218 | +6.3% | 1,353 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $205 | +4.6% | 1,353 | 0.0% | 0.02% | +29.4% |
| Q4 2022 | $196 | -99.9% | 1,353 | 0.0% | 0.02% | -41.4% |
| Q3 2022 | $174,000 | -6.5% | 1,353 | 0.0% | 0.03% | +20.8% |
| Q2 2022 | $186,000 | -11.8% | 1,353 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $211,000 | -0.5% | 1,353 | 0.0% | 0.02% | -11.5% |
| Q4 2021 | $212,000 | +7.6% | 1,353 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $197,000 | -1.5% | 1,353 | 0.0% | 0.03% | -13.3% |
| Q2 2021 | $200,000 | – | 1,353 | – | 0.03% | – |
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% |