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 | $385,386 | +12.5% | 4,165 | +2.7% | 0.01% | +16.7% |
| Q1 2024 | $342,428 | +20.7% | 4,055 | +7.3% | 0.01% | 0.0% |
| Q4 2023 | $283,728 | +10.3% | 3,778 | +0.5% | 0.01% | -25.0% |
| Q3 2023 | $257,191 | -2.9% | 3,759 | 0.0% | 0.02% | +6.7% |
| Q2 2023 | $264,934 | +10.3% | 3,759 | 0.0% | 0.02% | +15.4% |
| Q1 2023 | $240,163 | +17.2% | 3,759 | +10.8% | 0.01% | -13.3% |
| Q2 2022 | $205,000 | -36.5% | 3,392 | -19.8% | 0.02% | -37.5% |
| Q1 2022 | $323,000 | -0.9% | 4,227 | +8.6% | 0.02% | +9.1% |
| Q4 2021 | $326,000 | +29.9% | 3,891 | +14.7% | 0.02% | +4.8% |
| Q3 2021 | $251,000 | +1.6% | 3,392 | 0.0% | 0.02% | +5.0% |
| Q2 2021 | $247,000 | +11.8% | 3,392 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $221,000 | +2.3% | 3,392 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $216,000 | – | 3,392 | – | 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% |