ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $687,916 | +7.8% | 10,025 | +10.7% | 0.19% | +19.1% |
| Q2 2023 | $638,055 | +24.9% | 9,053 | +13.2% | 0.16% | +19.1% |
| Q1 2023 | $510,992 | +28.9% | 7,998 | +18.1% | 0.14% | +27.1% |
| Q4 2022 | $396,279 | +23.1% | 6,774 | +21.6% | 0.11% | +18.9% |
| Q3 2022 | $322,000 | +30.9% | 5,570 | +36.8% | 0.09% | +32.4% |
| Q2 2022 | $246,000 | +4.7% | 4,072 | +32.6% | 0.07% | +25.9% |
| Q1 2022 | $235,000 | – | 3,072 | – | 0.05% | – |
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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% |