ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $97,405 | -6.5% | 1,297 | -14.8% | 0.00% | -25.0% |
Q3 2023 | $104,135 | +3.7% | 1,522 | +6.8% | 0.00% | 0.0% |
Q2 2023 | $100,434 | +10.3% | 1,425 | 0.0% | 0.00% | +33.3% |
Q1 2023 | $91,043 | +103358.0% | 1,425 | -5.0% | 0.00% | -25.0% |
Q4 2022 | $88 | -100.0% | 1,500 | -62.2% | 0.00% | -60.0% |
Q3 2022 | $230,000 | +152.7% | 3,968 | +164.5% | 0.01% | +150.0% |
Q2 2022 | $91,000 | -33.6% | 1,500 | -16.7% | 0.00% | -20.0% |
Q1 2022 | $137,000 | -11.6% | 1,800 | -3.0% | 0.01% | -16.7% |
Q4 2021 | $155,000 | +6.9% | 1,856 | -5.1% | 0.01% | 0.0% |
Q3 2021 | $145,000 | -26.8% | 1,956 | -28.0% | 0.01% | -25.0% |
Q2 2021 | $198,000 | +11.2% | 2,716 | -0.9% | 0.01% | 0.0% |
Q1 2021 | $178,000 | +1.7% | 2,740 | 0.0% | 0.01% | -11.1% |
Q4 2020 | $175,000 | +10.8% | 2,740 | +300.0% | 0.01% | 0.0% |
Q3 2020 | $158,000 | +11.3% | 685 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $142,000 | +25.7% | 685 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $113,000 | -32.7% | 685 | -20.9% | 0.01% | -10.0% |
Q4 2019 | $168,000 | +7.7% | 866 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $156,000 | +0.6% | 866 | 0.0% | 0.01% | -9.1% |
Q2 2019 | $155,000 | -99.9% | 866 | -18.8% | 0.01% | -15.4% |
Q1 2019 | $183,736,000 | +14.4% | 1,066 | 0.0% | 0.01% | -7.1% |
Q4 2018 | $160,614,000 | +141.1% | 1,066 | +183.5% | 0.01% | +180.0% |
Q3 2018 | $66,616,000 | +9.0% | 376 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $61,141,000 | +4.9% | 376 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $58,306,000 | -75.8% | 376 | -76.1% | 0.01% | -75.0% |
Q4 2017 | $240,766,000 | +39.9% | 1,576 | +31.3% | 0.02% | +42.9% |
Q3 2017 | $172,104,000 | +4.8% | 1,200 | 0.0% | 0.01% | -6.7% |
Q2 2017 | $164,220,000 | +758.8% | 1,200 | +627.3% | 0.02% | +400.0% |
Q1 2016 | $19,122,000 | -55.4% | 165 | -62.0% | 0.00% | -92.3% |
Q4 2013 | $42,858,000 | – | 434 | – | 0.04% | – |
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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% |