ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 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 | $694,179 | +37281.7% | 10,146 | -61.5% | 0.15% | -49.5% |
| Q2 2023 | $1,857 | +0.3% | 26,350 | -9.1% | 0.30% | -1.6% |
| Q1 2023 | $1,852 | +63.0% | 28,981 | +49.2% | 0.30% | +42.7% |
| Q4 2022 | $1,136 | -99.8% | 19,424 | +91.4% | 0.21% | +41.1% |
| Q3 2022 | $694,179 | -51.0% | 10,146 | -53.7% | 0.15% | -52.5% |
| Q2 2022 | $1,418,000 | -31.2% | 21,932 | -20.9% | 0.32% | -24.1% |
| Q1 2022 | $2,062,000 | – | 27,710 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scottrade Investment Management | 2,624,985 | $345,238,000 | 27.70% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 134,990 | $17,754,000 | 15.39% |
| Tiedemann Wealth Management Holdings, LLC | 25,528 | $3,358,000 | 13.54% |
| Horizon Investments, LLC | 1,516,265 | $199,419,000 | 13.22% |
| Silicon Valley Capital Partners | 139,155 | $18,302,000 | 11.42% |
| Valmark Advisers, Inc. | 3,415,774 | $449,243,000 | 11.02% |
| COURIER CAPITAL LLC | 463,147 | $60,913,000 | 10.72% |
| Commonwealth Financial Services, LLC | 72,730 | $9,544,000 | 10.40% |
| Paragon Wealth Strategies, LLC | 94,908 | $12,482,000 | 10.25% |
| Regal Wealth Group, Inc. | 99,413 | $13,075,000 | 9.98% |