ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $959,654 | -4.6% | 6,238 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,005,503 | +38.5% | 6,238 | +30.4% | 0.02% | +38.5% |
| Q1 2023 | $726,172 | +0.4% | 4,785 | -4.0% | 0.01% | -7.1% |
| Q4 2022 | $723,174 | +13.0% | 4,985 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $640,000 | -6.6% | 4,985 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $685,000 | -11.8% | 4,985 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $777,000 | -2.3% | 4,985 | -1.8% | 0.01% | +7.7% |
| Q4 2021 | $795,000 | +7.7% | 5,075 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $738,000 | +94.7% | 5,075 | +97.9% | 0.01% | +85.7% |
| Q2 2021 | $379,000 | +1.9% | 2,565 | -2.5% | 0.01% | -12.5% |
| Q1 2021 | $372,000 | +10.4% | 2,632 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $337,000 | +13.9% | 2,632 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $296,000 | – | 2,632 | – | 0.01% | – |
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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% |