ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $56,294,871 | +760.1% | 881,122 | +928.2% | 9.92% | +1038.9% |
| Q1 2022 | $6,545,000 | -92.3% | 85,692 | -91.6% | 0.87% | -91.5% |
| Q4 2021 | $85,507,000 | +479.0% | 1,021,958 | +341.6% | 10.27% | +280.8% |
| Q4 2020 | $14,768,000 | -2.1% | 231,398 | +254.6% | 2.70% | -18.3% |
| Q3 2020 | $15,079,000 | -11.4% | 65,256 | -20.4% | 3.30% | -18.9% |
| Q2 2020 | $17,013,000 | +205.3% | 81,992 | +142.9% | 4.07% | +131.2% |
| Q1 2020 | $5,572,000 | +92.4% | 33,759 | +125.7% | 1.76% | +200.2% |
| Q4 2019 | $2,896,000 | +39.9% | 14,957 | +30.1% | 0.59% | +33.4% |
| Q3 2019 | $2,070,000 | +6.3% | 11,499 | +5.9% | 0.44% | -3.3% |
| Q2 2019 | $1,947,000 | +129.9% | 10,862 | +120.9% | 0.46% | +172.5% |
| Q1 2019 | $847,000 | -64.0% | 4,917 | -68.5% | 0.17% | -67.0% |
| Q4 2018 | $2,354,000 | -24.7% | 15,620 | -11.5% | 0.51% | -32.6% |
| Q3 2018 | $3,127,000 | +242.5% | 17,647 | +214.2% | 0.75% | +183.4% |
| Q2 2018 | $913,000 | -73.1% | 5,616 | -74.7% | 0.26% | -69.2% |
| Q4 2017 | $3,389,000 | -5.5% | 22,182 | -11.3% | 0.86% | -15.3% |
| Q3 2017 | $3,587,000 | – | 25,010 | – | 1.02% | – |
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% |