ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,704 | +89.9% | 54,149 | +62.4% | 0.04% | +32.1% |
| Q4 2022 | $1,951 | -99.9% | 33,352 | +23.2% | 0.03% | +64.7% |
| Q3 2022 | $1,566,000 | -82.2% | 27,077 | -81.5% | 0.02% | -82.5% |
| Q2 2022 | $8,817,000 | +229.7% | 146,106 | +357.0% | 0.10% | +546.7% |
| Q4 2021 | $2,674,000 | +151.1% | 31,969 | +121.8% | 0.02% | +150.0% |
| Q3 2021 | $1,065,000 | -58.6% | 14,415 | -64.2% | 0.01% | -88.5% |
| Q4 2020 | $2,571,000 | -36.7% | 40,292 | +129.0% | 0.05% | -55.9% |
| Q3 2020 | $4,064,000 | -21.1% | 17,591 | -29.1% | 0.12% | -23.9% |
| Q2 2020 | $5,150,000 | +69.2% | 24,824 | +34.6% | 0.16% | -20.9% |
| Q1 2020 | $3,043,000 | +19.0% | 18,441 | -17.9% | 0.20% | -83.7% |
| Q2 2015 | $2,557,000 | – | 22,462 | – | 1.20% | – |
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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% |