ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,188,552 | +9.7% | 34,255 | +0.5% | 0.51% | +1.8% |
| Q4 2022 | $1,995,000 | +40.7% | 34,095 | +39.1% | 0.50% | +20.0% |
| Q3 2022 | $1,418,000 | -4.1% | 24,515 | 0.0% | 0.42% | +3.0% |
| Q2 2022 | $1,479,000 | -21.0% | 24,515 | 0.0% | 0.40% | -0.2% |
| Q1 2022 | $1,872,000 | -8.7% | 24,515 | 0.0% | 0.40% | +0.7% |
| Q4 2021 | $2,051,000 | +13.2% | 24,515 | 0.0% | 0.40% | +6.1% |
| Q3 2021 | $1,812,000 | +1.2% | 24,515 | -0.5% | 0.38% | +5.0% |
| Q2 2021 | $1,791,000 | +6.1% | 24,631 | -5.0% | 0.36% | +11.1% |
| Q1 2021 | $1,688,000 | +20.6% | 25,931 | +18.2% | 0.32% | +14.4% |
| Q4 2020 | $1,400,000 | +19.0% | 21,936 | +331.0% | 0.28% | +10.1% |
| Q3 2020 | $1,176,000 | +11.4% | 5,090 | 0.0% | 0.26% | +4.5% |
| Q2 2020 | $1,056,000 | -26.1% | 5,090 | -41.2% | 0.25% | -35.3% |
| Q1 2020 | $1,429,000 | – | 8,656 | – | 0.38% | – |
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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% |