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 | $128,538 | +9.6% | 1,389 | 0.0% | 0.08% | +5.1% |
| Q1 2024 | $117,287 | +12.4% | 1,389 | 0.0% | 0.08% | +3.9% |
| Q4 2023 | $104,314 | +9.8% | 1,389 | 0.0% | 0.08% | +4.1% |
| Q3 2023 | $95,035 | -2.9% | 1,389 | 0.0% | 0.07% | +2.8% |
| Q2 2023 | $97,897 | +134005.5% | 1,389 | +21.9% | 0.07% | +26.8% |
| Q1 2023 | $73 | +9.0% | 1,139 | 0.0% | 0.06% | +12.0% |
| Q4 2022 | $67 | -99.9% | 1,139 | 0.0% | 0.05% | -7.4% |
| Q3 2022 | $66,000 | -4.3% | 1,139 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $69,000 | – | 1,139 | – | 0.05% | – |
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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% |