ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,515 | -2.9% | 5,313 | 0.0% | 0.02% | +5.6% |
| Q2 2023 | $374,460 | +10.3% | 5,313 | 0.0% | 0.02% | +5.9% |
| Q1 2023 | $339,448 | +9.2% | 5,313 | 0.0% | 0.02% | +6.2% |
| Q4 2022 | $310,811 | -30.8% | 5,313 | -31.5% | 0.02% | -36.0% |
| Q3 2022 | $449,000 | -4.1% | 7,757 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $468,000 | -44.3% | 7,757 | -29.5% | 0.02% | -38.5% |
| Q1 2022 | $840,000 | -11.2% | 10,996 | -2.7% | 0.04% | -4.9% |
| Q4 2021 | $946,000 | +72.6% | 11,303 | +52.6% | 0.04% | +64.0% |
| Q3 2021 | $548,000 | +18.6% | 7,408 | +16.6% | 0.02% | +19.0% |
| Q2 2021 | $462,000 | +6.0% | 6,352 | -5.1% | 0.02% | +5.0% |
| Q1 2021 | $436,000 | -9.5% | 6,696 | -11.4% | 0.02% | -16.7% |
| Q4 2020 | $482,000 | +10.3% | 7,560 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $437,000 | +4.0% | 1,890 | -6.7% | 0.02% | +4.3% |
| Q2 2020 | $420,000 | +23.2% | 2,026 | -1.9% | 0.02% | +9.5% |
| Q1 2020 | $341,000 | +51.6% | 2,066 | +64.6% | 0.02% | +90.9% |
| Q2 2019 | $225,000 | -0.9% | 1,255 | -4.7% | 0.01% | 0.0% |
| Q1 2019 | $227,000 | – | 1,317 | – | 0.01% | – |
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% |