ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,876,030 | -2.7% | 85,882 | +0.2% | 0.28% | +2.9% |
| Q2 2023 | $6,040,401 | +9.6% | 85,704 | -0.6% | 0.28% | -2.8% |
| Q1 2023 | $5,509,200 | +9.2% | 86,229 | -0.0% | 0.28% | +5.2% |
| Q4 2022 | $5,045,099 | +358.2% | 86,241 | +353.2% | 0.27% | +304.5% |
| Q3 2022 | $1,101,000 | +18.9% | 19,028 | +24.0% | 0.07% | +28.8% |
| Q2 2022 | $926,000 | +153.7% | 15,348 | +221.2% | 0.05% | +188.9% |
| Q1 2022 | $365,000 | +8.6% | 4,779 | +18.9% | 0.02% | +12.5% |
| Q4 2021 | $336,000 | +19.1% | 4,018 | +3.5% | 0.02% | +6.7% |
| Q2 2021 | $282,000 | +11.5% | 3,884 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $253,000 | -2.7% | 3,879 | -4.9% | 0.02% | -16.7% |
| Q4 2020 | $260,000 | +7.0% | 4,081 | +288.3% | 0.02% | +38.5% |
| Q3 2020 | $243,000 | -9.3% | 1,051 | -18.5% | 0.01% | -43.5% |
| Q2 2020 | $268,000 | +20.2% | 1,290 | -4.3% | 0.02% | -42.5% |
| Q1 2020 | $223,000 | – | 1,348 | – | 0.04% | – |
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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% |