ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,035,746 | +19.5% | 219,757 | +23.1% | 1.02% | +21.3% |
| Q2 2023 | $12,583,610 | +107.1% | 178,542 | +87.8% | 0.84% | +92.3% |
| Q1 2023 | $6,075,506 | -39.0% | 95,093 | -44.1% | 0.44% | -43.1% |
| Q4 2022 | $9,958,337 | +0.2% | 170,228 | -0.9% | 0.77% | -6.5% |
| Q3 2022 | $9,939,000 | -4.3% | 171,804 | -0.1% | 0.82% | -5.2% |
| Q2 2022 | $10,383,000 | -27.2% | 172,042 | -7.9% | 0.87% | -22.9% |
| Q1 2022 | $14,270,000 | +22.9% | 186,835 | +17.5% | 1.13% | +9.3% |
| Q4 2021 | $11,608,000 | -3.0% | 159,035 | -0.8% | 1.03% | +2.5% |
| Q3 2021 | $11,973,000 | +3.1% | 160,280 | +0.8% | 1.01% | -2.2% |
| Q2 2021 | $11,608,000 | -1.8% | 159,035 | -7.5% | 1.03% | -14.9% |
| Q1 2021 | $11,823,000 | +4.6% | 171,876 | -2.9% | 1.21% | -10.2% |
| Q4 2020 | $11,301,000 | +11.0% | 177,070 | +300.2% | 1.35% | -3.3% |
| Q3 2020 | $10,179,000 | -15.0% | 44,244 | -23.3% | 1.40% | -18.8% |
| Q2 2020 | $11,969,000 | +3091.7% | 57,685 | +2401.5% | 1.72% | +1145.7% |
| Q2 2018 | $375,000 | -66.4% | 2,306 | -68.0% | 0.14% | -64.4% |
| Q1 2018 | $1,117,000 | +202.7% | 7,201 | +198.3% | 0.39% | +193.9% |
| Q4 2017 | $369,000 | -100.0% | 2,414 | -82.8% | 0.13% | -83.4% |
| Q3 2017 | $2,010,318,000 | – | 14,017 | – | 0.80% | – |
Download | ||||||
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% |