ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $396,226 | +9.7% | 4,282 | +0.1% | 0.02% | +5.6% |
| Q1 2024 | $361,323 | +12.5% | 4,279 | +0.1% | 0.02% | -5.3% |
| Q4 2023 | $321,114 | +10.3% | 4,276 | +0.5% | 0.02% | -13.6% |
| Q3 2023 | $291,200 | -2.9% | 4,256 | 0.0% | 0.02% | +83.3% |
| Q2 2023 | $299,968 | +10.5% | 4,256 | +0.2% | 0.01% | -50.0% |
| Q1 2023 | $271,479 | +9.5% | 4,249 | +0.2% | 0.02% | -11.1% |
| Q4 2022 | $248,011 | +1.6% | 4,240 | +0.4% | 0.03% | +145.5% |
| Q3 2022 | $244,000 | -4.3% | 4,224 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $255,000 | -20.8% | 4,224 | +0.1% | 0.01% | -7.7% |
| Q1 2022 | $322,000 | -8.5% | 4,218 | +0.1% | 0.01% | +18.2% |
| Q4 2021 | $352,000 | +13.2% | 4,213 | +0.2% | 0.01% | -80.0% |
| Q3 2021 | $311,000 | +1.6% | 4,204 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $306,000 | +12.1% | 4,204 | +0.2% | 0.06% | 0.0% |
| Q1 2021 | $273,000 | +1.9% | 4,196 | 0.0% | 0.06% | -11.3% |
| Q4 2020 | $268,000 | +10.7% | 4,196 | +300.8% | 0.06% | -3.1% |
| Q3 2020 | $242,000 | +11.5% | 1,047 | +0.2% | 0.06% | +1.6% |
| Q2 2020 | $217,000 | +7.4% | 1,045 | +0.4% | 0.06% | +12.5% |
| Q4 2019 | $202,000 | – | 1,041 | – | 0.06% | – |
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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% |