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 | $641,458 | -2.4% | 4,147 | +1.7% | 0.48% | -0.6% |
Q2 2023 | $657,494 | +6.2% | 4,079 | 0.0% | 0.48% | +12.1% |
Q1 2023 | $619,029 | -4.6% | 4,079 | -8.8% | 0.43% | +1.4% |
Q4 2022 | $648,753 | +12.8% | 4,472 | 0.0% | 0.42% | +8.7% |
Q3 2022 | $575,000 | -6.4% | 4,472 | +0.2% | 0.39% | +11.1% |
Q2 2022 | $614,000 | -13.9% | 4,464 | -2.5% | 0.35% | +0.6% |
Q1 2022 | $713,000 | -0.6% | 4,577 | 0.0% | 0.35% | +2.7% |
Q4 2021 | $717,000 | +17.3% | 4,577 | +8.9% | 0.34% | +5.6% |
Q3 2021 | $611,000 | +3.4% | 4,204 | +5.0% | 0.32% | -0.9% |
Q2 2021 | $591,000 | +4.4% | 4,004 | 0.0% | 0.32% | -5.0% |
Q1 2021 | $566,000 | +10.3% | 4,004 | 0.0% | 0.34% | -7.3% |
Q4 2020 | $513,000 | +19.0% | 4,004 | +4.5% | 0.37% | -16.2% |
Q3 2020 | $431,000 | +4.1% | 3,830 | 0.0% | 0.44% | -3.9% |
Q2 2020 | $414,000 | +12.2% | 3,830 | 0.0% | 0.46% | -12.8% |
Q1 2020 | $369,000 | -24.7% | 3,830 | +1.6% | 0.52% | +1.9% |
Q4 2019 | $490,000 | – | 3,769 | – | 0.51% | – |
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% |