ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,594 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.76 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,605,546 | +4.3% | 49,768 | -4.9% | 0.38% | +1.1% |
| Q1 2024 | $4,417,591 | -1.5% | 52,316 | -12.4% | 0.37% | -10.4% |
| Q4 2023 | $4,484,501 | +0.7% | 59,713 | -8.3% | 0.42% | -7.4% |
| Q3 2023 | $4,454,299 | -22.4% | 65,102 | -20.1% | 0.45% | -20.6% |
| Q2 2023 | $5,741,519 | -8.5% | 81,463 | -17.0% | 0.56% | -14.3% |
| Q1 2023 | $6,273,238 | +10.5% | 98,188 | +1.2% | 0.66% | +3.3% |
| Q4 2022 | $5,678,169 | +5.2% | 97,062 | +4.0% | 0.64% | -18.4% |
| Q3 2022 | $5,397,000 | -0.0% | 93,295 | +4.3% | 0.78% | +7.7% |
| Q2 2022 | $5,399,000 | -15.1% | 89,461 | +7.5% | 0.72% | -5.1% |
| Q1 2022 | $6,359,000 | -3.3% | 83,248 | +5.9% | 0.76% | -11.8% |
| Q4 2021 | $6,578,000 | +15.5% | 78,619 | +2.1% | 0.87% | +0.1% |
| Q3 2021 | $5,694,000 | +19.4% | 77,035 | +17.5% | 0.86% | +8.4% |
| Q2 2021 | $4,767,000 | +16.8% | 65,539 | +4.5% | 0.80% | -14.2% |
| Q1 2021 | $4,083,000 | +112.1% | 62,710 | +107.9% | 0.93% | +83.4% |
| Q4 2020 | $1,925,000 | +7.7% | 30,160 | +290.0% | 0.51% | -8.5% |
| Q3 2020 | $1,787,000 | +2.4% | 7,734 | -8.0% | 0.55% | -10.6% |
| Q2 2020 | $1,745,000 | +19.7% | 8,408 | -4.8% | 0.62% | -0.3% |
| Q1 2020 | $1,458,000 | -17.5% | 8,832 | -3.2% | 0.62% | +2.0% |
| Q4 2019 | $1,768,000 | -47.6% | 9,128 | -50.5% | 0.61% | -49.8% |
| Q3 2019 | $3,376,000 | -1.8% | 18,436 | -3.9% | 1.21% | -46.6% |
| Q2 2019 | $3,438,000 | +9.2% | 19,179 | +5.0% | 2.27% | +5.2% |
| Q1 2019 | $3,149,000 | +12.7% | 18,271 | -1.4% | 2.16% | -3.4% |
| Q4 2018 | $2,793,000 | -11.1% | 18,538 | +4.6% | 2.24% | -0.6% |
| Q3 2018 | $3,140,000 | +7.3% | 17,724 | -1.5% | 2.25% | -7.9% |
| Q2 2018 | $2,927,000 | +39.1% | 17,999 | +32.7% | 2.44% | +27.3% |
| Q1 2018 | $2,104,000 | +9.0% | 13,566 | +7.4% | 1.92% | +8.5% |
| Q4 2017 | $1,930,000 | +7.8% | 12,632 | +1.2% | 1.77% | +1.7% |
| Q3 2017 | $1,790,000 | +12.2% | 12,479 | +7.0% | 1.74% | +32.4% |
| Q2 2017 | $1,596,000 | +75.4% | 11,660 | +68.5% | 1.31% | +48.0% |
| Q1 2017 | $910,000 | +1.1% | 6,919 | -6.4% | 0.89% | -8.7% |
| Q4 2016 | $900,000 | +1.9% | 7,392 | +1.8% | 0.97% | +11.1% |
| Q3 2016 | $883,000 | +3.6% | 7,258 | -0.7% | 0.87% | -2.1% |
| Q2 2016 | $852,000 | -8.1% | 7,308 | -8.6% | 0.89% | -16.2% |
| Q1 2016 | $927,000 | +2.3% | 7,999 | +2.3% | 1.07% | -9.6% |
| Q4 2015 | $906,000 | – | 7,822 | – | 1.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FundX Investment Group, LLC | 408,970 | $46,602,000 | 14.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 149,999 | $17,092,000 | 12.93% |
| TIEDEMANN TRUST CO | 1,082,384 | $123,336,000 | 11.31% |
| Simply Money Advisors | 685,445 | $78,106,000 | 11.31% |
| Valmark Advisers, Inc. | 4,072,134 | $464,020,000 | 10.61% |
| LVZ, Inc. | 157,133 | $17,905,000 | 10.41% |
| AFFINITY WEALTH MANAGEMENT LLC | 153,940 | $17,542,000 | 10.32% |
| FIRST HAWAIIAN BANK | 532,599 | $60,690,000 | 9.80% |
| Live Your Vision, LLC | 173,182 | $19,734,000 | 9.37% |
| CWH Capital Management, Inc. | 131,383 | $14,971,000 | 9.14% |