ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 613 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $727,031 | -2.9% | 10,626 | 0.0% | 0.03% | -6.7% |
| Q2 2023 | $748,921 | +12.3% | 10,626 | +1.8% | 0.03% | +3.4% |
| Q1 2023 | $666,629 | +80.5% | 10,434 | +65.3% | 0.03% | +70.6% |
| Q4 2022 | $369,355 | -13.5% | 6,314 | -14.4% | 0.02% | -22.7% |
| Q3 2022 | $427,000 | -7.4% | 7,376 | -3.5% | 0.02% | -8.3% |
| Q2 2022 | $461,000 | -35.3% | 7,644 | -18.2% | 0.02% | -33.3% |
| Q1 2022 | $713,000 | -3.4% | 9,340 | +5.9% | 0.04% | -2.7% |
| Q4 2021 | $738,000 | +16.8% | 8,820 | +3.1% | 0.04% | +2.8% |
| Q3 2021 | $632,000 | +171.2% | 8,552 | +747.6% | 0.04% | +80.0% |
| Q3 2020 | $233,000 | +13.7% | 1,009 | -4.5% | 0.02% | -13.0% |
| Q4 2019 | $205,000 | -57.6% | 1,057 | -60.8% | 0.02% | -63.5% |
| Q2 2019 | $484,000 | +24.1% | 2,699 | +19.2% | 0.06% | +10.5% |
| Q1 2019 | $390,000 | +14.4% | 2,265 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $341,000 | -15.0% | 2,265 | 0.0% | 0.06% | -18.3% |
| Q3 2018 | $401,000 | +9.0% | 2,265 | 0.0% | 0.07% | +2.9% |
| Q2 2018 | $368,000 | +4.8% | 2,265 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $351,000 | -3.3% | 2,265 | -4.6% | 0.07% | -11.5% |
| Q4 2017 | $363,000 | +6.5% | 2,375 | 0.0% | 0.08% | -1.3% |
| Q3 2017 | $341,000 | +20.1% | 2,375 | +14.5% | 0.08% | +14.5% |
| Q2 2017 | $284,000 | -54.1% | 2,075 | -55.9% | 0.07% | -55.2% |
| Q1 2017 | $619,000 | +1.5% | 4,705 | -6.0% | 0.15% | +2.7% |
| Q4 2016 | $610,000 | – | 5,005 | – | 0.15% | – |
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% |