ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,329 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $209,233 | -62.0% | 2,261 | -69.1% | 0.00% | -40.0% |
| Q4 2023 | $550,183 | -41.5% | 7,326 | -45.1% | 0.01% | -64.3% |
| Q2 2023 | $940,062 | +257.1% | 13,338 | +223.7% | 0.01% | +180.0% |
| Q1 2023 | $263,227 | -36.0% | 4,120 | -42.0% | 0.01% | -58.3% |
| Q3 2022 | $411,000 | +5.4% | 7,099 | +9.9% | 0.01% | -14.3% |
| Q2 2022 | $390,000 | +22.6% | 6,457 | +50.3% | 0.01% | +55.6% |
| Q3 2021 | $318,000 | -41.1% | 4,297 | -42.1% | 0.01% | -43.8% |
| Q2 2021 | $540,000 | +12.3% | 7,419 | +256.7% | 0.02% | +60.0% |
| Q3 2020 | $481,000 | -54.1% | 2,080 | -67.3% | 0.01% | -58.3% |
| Q1 2020 | $1,048,000 | +256.5% | 6,352 | +287.1% | 0.02% | +700.0% |
| Q2 2019 | $294,000 | -52.2% | 1,641 | -54.0% | 0.00% | -50.0% |
| Q1 2019 | $615,000 | -91.1% | 3,567 | -92.2% | 0.01% | -96.8% |
| Q4 2017 | $6,949,000 | +422.1% | 45,489 | +367.8% | 0.19% | -26.5% |
| Q2 2017 | $1,331,000 | -43.3% | 9,725 | -49.6% | 0.25% | -67.8% |
| Q4 2016 | $2,349,000 | – | 19,288 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wilmington Trust Investment Management, LLC | 1,317,762 | $131,484,000 | 26.50% |
| Sage Advisory Services, Ltd.Co. | 1,450,311 | $144,698,000 | 17.06% |
| Quantitative Advantage, LLC | 642,654 | $64,163,000 | 15.39% |
| Simply Money Advisors | 935,899 | $93,440,000 | 14.52% |
| FIRST HAWAIIAN BANK | 627,875 | $62,688,000 | 10.98% |
| Live Your Vision, LLC | 202,572 | $20,225,000 | 10.68% |
| Valmark Advisers, Inc. | 4,140,992 | $413,437,000 | 10.63% |
| LVZ, Inc. | 132,407 | $12,669,000 | 10.14% |
| SG Select LLC | 6,068 | $606,000 | 9.90% |
| TIEDEMANN TRUST CO | 906,241 | $90,462,000 | 9.81% |