ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,516 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $499,106 | -0.5% | 5,393 | -9.2% | 0.08% | -3.5% |
| Q1 2024 | $501,764 | +4.0% | 5,942 | -7.5% | 0.08% | -5.6% |
| Q4 2023 | $482,655 | -8.6% | 6,427 | -16.7% | 0.09% | -11.8% |
| Q3 2023 | $527,841 | +14.8% | 7,715 | +18.2% | 0.10% | +25.9% |
| Q2 2023 | $459,960 | +4.9% | 6,526 | -4.9% | 0.08% | -6.9% |
| Q1 2023 | $438,483 | +0.4% | 6,863 | -8.1% | 0.09% | -6.5% |
| Q4 2022 | $436,761 | -49.3% | 7,466 | -49.9% | 0.09% | -44.6% |
| Q3 2022 | $862,000 | +59.6% | 14,894 | +66.6% | 0.17% | +211.1% |
| Q2 2022 | $540,000 | -19.4% | 8,942 | +1.9% | 0.05% | -6.9% |
| Q1 2022 | $670,000 | -17.0% | 8,774 | -9.0% | 0.06% | -10.8% |
| Q4 2021 | $807,000 | +54.0% | 9,640 | +36.1% | 0.06% | +41.3% |
| Q3 2021 | $524,000 | -99.6% | 7,083 | +852.0% | 0.05% | +48.4% |
| Q2 2019 | $133,354,000 | +74818.0% | 744 | -35.4% | 0.03% | -54.4% |
| Q1 2018 | $178,000 | – | 1,151 | – | 0.07% | – |
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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% |