ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $228,044 | -4.4% | 3,333 | -1.5% | 0.10% | -8.7% |
Q2 2023 | $238,575 | +11.3% | 3,385 | +0.9% | 0.10% | +4.0% |
Q1 2023 | $214,351 | +6.2% | 3,355 | -2.8% | 0.10% | -2.9% |
Q4 2022 | $201,825 | -3.0% | 3,450 | -4.0% | 0.10% | -7.2% |
Q3 2022 | $208,000 | -6.7% | 3,593 | +23.1% | 0.11% | +27.6% |
Q1 2022 | $223,000 | -6.3% | 2,918 | +2.6% | 0.09% | -7.4% |
Q4 2021 | $238,000 | +17.8% | 2,845 | +4.3% | 0.09% | +14.6% |
Q3 2021 | $202,000 | -4.3% | 2,728 | +199.5% | 0.08% | -13.7% |
Q3 2020 | $211,000 | +2.9% | 911 | -7.8% | 0.10% | -5.9% |
Q2 2020 | $205,000 | -4.7% | 988 | -29.9% | 0.10% | +8.6% |
Q4 2017 | $215,000 | +6.4% | 1,409 | 0.0% | 0.09% | +9.4% |
Q3 2017 | $202,000 | -11.0% | 1,409 | -29.3% | 0.08% | -45.2% |
Q2 2015 | $227,000 | -3.4% | 1,994 | -3.2% | 0.16% | -4.3% |
Q1 2015 | $235,000 | +2.2% | 2,059 | 0.0% | 0.16% | -2.4% |
Q4 2014 | $230,000 | +2.2% | 2,059 | -2.1% | 0.17% | 0.0% |
Q3 2014 | $225,000 | -11.4% | 2,104 | -12.8% | 0.17% | -9.8% |
Q2 2014 | $254,000 | -1.2% | 2,414 | -6.3% | 0.18% | -7.1% |
Q1 2014 | $257,000 | +3.2% | 2,577 | +2.4% | 0.20% | -1.0% |
Q4 2013 | $249,000 | +11.2% | 2,517 | +0.5% | 0.20% | +2.0% |
Q3 2013 | $224,000 | +6.7% | 2,505 | 0.0% | 0.20% | -1.5% |
Q2 2013 | $210,000 | – | 2,505 | – | 0.20% | – |
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% |