ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679,890 | -2.9% | 9,937 | 0.0% | 0.20% | +7.5% |
| Q2 2023 | $700,360 | +10.3% | 9,937 | 0.0% | 0.19% | +8.1% |
| Q1 2023 | $634,874 | +9.2% | 9,937 | 0.0% | 0.17% | +3.0% |
| Q4 2022 | $581,314 | -99.9% | 9,937 | -1.5% | 0.17% | -22.0% |
| Q3 2022 | $583,359,000 | -4.1% | 10,084 | 0.0% | 0.21% | 0.0% |
| Q2 2022 | $608,569,000 | -21.0% | 10,084 | 0.0% | 0.21% | -7.8% |
| Q1 2022 | $770,215,000 | -9.2% | 10,084 | -0.5% | 0.23% | -5.3% |
| Q4 2021 | $848,162,000 | +13.2% | 10,137 | 0.0% | 0.24% | +12.9% |
| Q3 2021 | $749,225,000 | +15.8% | 10,137 | +2.0% | 0.22% | -11.4% |
| Q1 2021 | $646,998,000 | -4.9% | 9,937 | -7.1% | 0.24% | -14.6% |
| Q4 2020 | $680,306,000 | +10.1% | 10,700 | +300.0% | 0.29% | -7.1% |
| Q3 2020 | $618,139,000 | +11.4% | 2,675 | 0.0% | 0.31% | -3.1% |
| Q2 2020 | $555,035,000 | – | 2,675 | – | 0.32% | – |
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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% |