ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,152 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,725,993 | +59.6% | 51,070 | +45.6% | 0.20% | +36.1% |
| Q1 2024 | $2,962,031 | +131.1% | 35,079 | +105.5% | 0.14% | +82.3% |
| Q4 2023 | $1,281,679 | +27.2% | 17,066 | +15.9% | 0.08% | +11.3% |
| Q3 2023 | $1,007,281 | +328.1% | 14,722 | +341.0% | 0.07% | +373.3% |
| Q2 2023 | $235,264 | -86.5% | 3,338 | -85.4% | 0.02% | -86.0% |
| Q1 2022 | $1,747,000 | -3.9% | 22,866 | +5.2% | 0.11% | -5.3% |
| Q4 2021 | $1,818,000 | +718.9% | 21,726 | +611.4% | 0.11% | +564.7% |
| Q2 2021 | $222,000 | – | 3,054 | – | 0.02% | – |
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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% |