ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. 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 | $910,579 | -5.5% | 5,955 | -0.4% | 0.68% | -5.6% |
| Q2 2023 | $963,916 | +6.2% | 5,980 | 0.0% | 0.72% | -0.1% |
| Q1 2023 | $907,525 | +2.0% | 5,980 | -2.5% | 0.72% | -5.5% |
| Q4 2022 | $889,424 | +8.7% | 6,131 | -3.6% | 0.76% | -0.8% |
| Q3 2022 | $818,000 | -6.5% | 6,363 | 0.0% | 0.77% | -3.8% |
| Q2 2022 | $875,000 | -10.8% | 6,363 | +1.0% | 0.80% | -1.4% |
| Q1 2022 | $981,000 | +4.7% | 6,299 | +5.3% | 0.81% | +8.7% |
| Q4 2021 | $937,000 | – | 5,981 | – | 0.74% | – |
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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% |