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 | $7,695,642 | +1.3% | 50,024 | +6.1% | 0.12% | +2.5% |
| Q2 2023 | $7,600,218 | +8.0% | 47,151 | +1.6% | 0.12% | -0.8% |
| Q1 2023 | $7,039,567 | +10.4% | 46,386 | +5.5% | 0.12% | +5.2% |
| Q4 2022 | $6,378,970 | +11.2% | 43,972 | -1.5% | 0.12% | -4.9% |
| Q3 2022 | $5,736,000 | -20.2% | 44,634 | -14.6% | 0.12% | -17.0% |
| Q2 2022 | $7,187,000 | -2.8% | 52,284 | +10.1% | 0.15% | +7.3% |
| Q1 2022 | $7,396,000 | +15.2% | 47,497 | +15.9% | 0.14% | +6.2% |
| Q4 2021 | $6,420,000 | – | 40,986 | – | 0.13% | – |
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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% |