ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,512,000 | +9.7% | 13,442 | +5.5% | 0.93% | +2.3% |
| Q2 2020 | $1,378,000 | -13.6% | 12,737 | -23.1% | 0.91% | -24.8% |
| Q1 2020 | $1,594,000 | -27.1% | 16,557 | -1.5% | 1.21% | -13.5% |
| Q4 2019 | $2,187,000 | +7.7% | 16,808 | -1.4% | 1.40% | -6.2% |
| Q3 2019 | $2,031,000 | +1.1% | 17,043 | -1.0% | 1.49% | +1.2% |
| Q2 2019 | $2,008,000 | -6.8% | 17,223 | -9.9% | 1.47% | -12.8% |
| Q1 2019 | $2,154,000 | +23.2% | 19,109 | +10.6% | 1.69% | +17.8% |
| Q4 2018 | $1,748,000 | – | 17,284 | – | 1.43% | – |
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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% |