ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,246,309 | -23.5% | 27,980 | -26.8% | 6.88% | -6.2% |
| Q4 2022 | $5,548,000 | +31.3% | 38,247 | +16.4% | 7.33% | +29.0% |
| Q3 2022 | $4,225,000 | -21.0% | 32,871 | -15.5% | 5.68% | +0.2% |
| Q2 2022 | $5,346,000 | -16.6% | 38,894 | -5.5% | 5.67% | -6.5% |
| Q1 2022 | $6,411,000 | +2.6% | 41,168 | -4.2% | 6.06% | -1.7% |
| Q4 2021 | $6,248,000 | – | 42,962 | – | 6.17% | – |
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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% |