ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,284 filers reported holding ISHARES TR in Q1 2022. 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 | $9,745,564 | +83.6% | 105,312 | +67.6% | 0.37% | +87.7% |
| Q1 2024 | $5,306,743 | +196.2% | 62,846 | +163.5% | 0.20% | +186.8% |
| Q4 2023 | $1,791,379 | +13.9% | 23,853 | +3.8% | 0.07% | +7.9% |
| Q3 2023 | $1,572,314 | -79.3% | 22,980 | -76.5% | 0.06% | -82.7% |
| Q1 2022 | $7,591,000 | – | 97,867 | – | 0.36% | – |
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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% |