ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,431,000 | -0.1% | 19,365 | -1.7% | 0.22% | -1.3% |
| Q2 2021 | $1,432,000 | +11.7% | 19,693 | 0.0% | 0.23% | -14.9% |
| Q1 2021 | $1,282,000 | -3.8% | 19,693 | -5.6% | 0.27% | -16.0% |
| Q4 2020 | $1,332,000 | +10.5% | 20,872 | +300.0% | 0.32% | -6.7% |
| Q3 2020 | $1,205,000 | +11.4% | 5,218 | 0.0% | 0.34% | +20.4% |
| Q2 2020 | $1,082,000 | +108.9% | 5,218 | +66.2% | 0.28% | +70.1% |
| Q1 2020 | $518,000 | -14.7% | 3,139 | 0.0% | 0.17% | -4.6% |
| Q4 2019 | $607,000 | +7.4% | 3,139 | 0.0% | 0.18% | -0.6% |
| Q3 2019 | $565,000 | +0.5% | 3,139 | 0.0% | 0.18% | -1.7% |
| Q2 2019 | $562,000 | +3.9% | 3,139 | 0.0% | 0.18% | -1.1% |
| Q1 2019 | $541,000 | +14.6% | 3,139 | 0.0% | 0.18% | -2.2% |
| Q4 2018 | $472,000 | -15.1% | 3,139 | 0.0% | 0.18% | -20.9% |
| Q3 2018 | $556,000 | +9.0% | 3,139 | 0.0% | 0.23% | +32.2% |
| Q2 2018 | $510,000 | +4.7% | 3,139 | 0.0% | 0.18% | -4.8% |
| Q1 2018 | $487,000 | +1.5% | 3,139 | 0.0% | 0.19% | +17.0% |
| Q4 2017 | $480,000 | – | 3,139 | – | 0.16% | – |
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% |