ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $659,300 | -97.4% | 4,098 | -97.6% | 0.01% | -97.2% |
| Q1 2023 | $25,460,591 | -23.4% | 168,015 | -26.6% | 0.32% | -34.6% |
| Q4 2022 | $33,220,527 | +22.9% | 228,775 | +8.6% | 0.48% | +11.8% |
| Q3 2022 | $27,025,000 | -18.9% | 210,664 | -13.2% | 0.43% | -13.5% |
| Q2 2022 | $33,319,000 | -55.3% | 242,762 | -49.2% | 0.50% | -50.2% |
| Q1 2022 | $74,582,000 | +837.2% | 478,223 | +841.9% | 1.01% | +850.9% |
| Q4 2021 | $7,958,000 | +8.4% | 50,772 | +0.6% | 0.11% | -7.8% |
| Q3 2021 | $7,339,000 | -50.0% | 50,471 | -49.1% | 0.12% | -56.1% |
| Q2 2021 | $14,679,000 | -2.5% | 99,177 | -7.1% | 0.26% | -12.1% |
| Q1 2021 | $15,053,000 | +60.6% | 106,709 | +45.8% | 0.30% | +36.7% |
| Q4 2020 | $9,372,000 | +465.9% | 73,211 | +397.1% | 0.22% | +354.2% |
| Q3 2020 | $1,656,000 | +4.0% | 14,727 | 0.0% | 0.05% | -5.9% |
| Q2 2020 | $1,593,000 | +116.4% | 14,727 | +92.3% | 0.05% | +96.2% |
| Q1 2020 | $736,000 | -9.8% | 7,657 | +21.9% | 0.03% | 0.0% |
| Q4 2019 | $816,000 | – | 6,280 | – | 0.03% | – |
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% |