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 | $810 | +16.5% | 8,749 | +6.3% | 0.00% | 0.0% |
| Q1 2024 | $695 | -24.5% | 8,228 | -32.8% | 0.00% | -33.3% |
| Q4 2023 | $920 | +60.0% | 12,252 | +45.7% | 0.00% | +50.0% |
| Q3 2023 | $575 | +13.9% | 8,411 | +17.3% | 0.00% | 0.0% |
| Q2 2023 | $505 | -4.9% | 7,171 | -13.7% | 0.00% | 0.0% |
| Q1 2023 | $531 | +27.3% | 8,313 | +16.6% | 0.00% | +100.0% |
| Q4 2022 | $417 | -99.9% | 7,131 | +32.4% | 0.00% | 0.0% |
| Q3 2022 | $325,000 | 0.0% | 5,387 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $325,000 | -18.3% | 5,387 | +3.5% | 0.00% | 0.0% |
| Q1 2022 | $398,000 | -7.9% | 5,207 | +0.9% | 0.00% | 0.0% |
| Q4 2021 | $432,000 | +13.4% | 5,162 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $381,000 | +1.6% | 5,161 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $375,000 | – | 5,161 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wilmington Trust Investment Management, LLC | 1,317,762 | $131,484,000 | 26.50% |
| Sage Advisory Services, Ltd.Co. | 1,450,311 | $144,698,000 | 17.06% |
| Quantitative Advantage, LLC | 642,654 | $64,163,000 | 15.39% |
| Simply Money Advisors | 935,899 | $93,440,000 | 14.52% |
| FIRST HAWAIIAN BANK | 627,875 | $62,688,000 | 10.98% |
| Live Your Vision, LLC | 202,572 | $20,225,000 | 10.68% |
| Valmark Advisers, Inc. | 4,140,992 | $413,437,000 | 10.63% |
| LVZ, Inc. | 132,407 | $12,669,000 | 10.14% |
| SG Select LLC | 6,068 | $606,000 | 9.90% |
| TIEDEMANN TRUST CO | 906,241 | $90,462,000 | 9.81% |