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 | $492,288 | -6.2% | 3,200 | -1.7% | 0.29% | -1.7% |
Q2 2023 | $524,835 | +6.2% | 3,256 | 0.0% | 0.30% | +1.0% |
Q1 2023 | $494,131 | +1.2% | 3,256 | -3.3% | 0.30% | -14.5% |
Q4 2022 | $488,460 | +14.9% | 3,367 | +1.7% | 0.34% | -6.2% |
Q3 2022 | $425,000 | -6.6% | 3,310 | +0.0% | 0.37% | -5.2% |
Q2 2022 | $455,000 | -11.7% | 3,309 | 0.0% | 0.39% | -7.0% |
Q1 2022 | $515,000 | -11.4% | 3,309 | -10.8% | 0.42% | -7.1% |
Q4 2021 | $581,000 | – | 3,708 | – | 0.45% | – |
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% |