ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $237,000 | -7.4% | 3,108 | +1.4% | 0.03% | -3.2% |
| Q4 2021 | $256,000 | +13.3% | 3,064 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $226,000 | +9.2% | 3,064 | +185.8% | 0.03% | -47.5% |
| Q4 2019 | $207,000 | -8.4% | 1,072 | -18.0% | 0.06% | -11.9% |
| Q1 2019 | $226,000 | -8.5% | 1,308 | -20.3% | 0.07% | -15.2% |
| Q4 2018 | $247,000 | -15.7% | 1,641 | -1.0% | 0.08% | -7.1% |
| Q3 2018 | $293,000 | +13.6% | 1,657 | +5.1% | 0.08% | +3.7% |
| Q2 2018 | $258,000 | -4.1% | 1,577 | -11.2% | 0.08% | -9.9% |
| Q1 2018 | $269,000 | -5.9% | 1,776 | -1.7% | 0.09% | +2.2% |
| Q4 2017 | $286,000 | +18.7% | 1,806 | +8.6% | 0.09% | -2.2% |
| Q3 2017 | $241,000 | +5.2% | 1,663 | -4.9% | 0.09% | -17.3% |
| Q1 2017 | $229,000 | +8.5% | 1,748 | +3.0% | 0.11% | -10.6% |
| Q4 2016 | $211,000 | – | 1,697 | – | 0.12% | – |
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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% |