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 | $97,313 | +27.0% | 1,052 | +15.9% | 0.02% | +25.0% |
| Q1 2024 | $76,636 | +133.2% | 908 | +107.3% | 0.02% | +100.0% |
| Q4 2023 | $32,862 | +10.0% | 438 | +0.2% | 0.01% | 0.0% |
| Q3 2023 | $29,866 | -2.9% | 437 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $30,765 | +10.4% | 437 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $27,864 | +9.3% | 436 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $25,482 | -2.0% | 436 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $26,000 | 0.0% | 436 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $26,000 | -21.2% | 435 | +0.2% | 0.01% | -12.5% |
| Q1 2022 | $33,000 | -8.3% | 434 | -0.2% | 0.01% | -11.1% |
| Q4 2021 | $36,000 | +12.5% | 435 | +0.2% | 0.01% | +12.5% |
| Q3 2021 | $32,000 | 0.0% | 434 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $32,000 | +14.3% | 434 | -66.9% | 0.01% | +12.5% |
| Q1 2021 | $28,000 | 0.0% | 1,311 | +202.8% | 0.01% | -11.1% |
| Q4 2020 | $28,000 | +12.0% | 433 | +300.9% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | -13.8% | 108 | -23.4% | 0.01% | -18.2% |
| Q2 2020 | $29,000 | +26.1% | 141 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $23,000 | -93.8% | 141 | -92.7% | 0.01% | -93.7% |
| Q4 2019 | $373,000 | – | 1,927 | – | 0.16% | – |
Download | ||||||
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% |