ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $11,004,000 | +7.7% | 172,421 | +290.1% | 24.67% | -6.4% |
| Q3 2020 | $10,214,000 | +12.0% | 44,203 | +0.6% | 26.36% | +20.1% |
| Q2 2020 | $9,118,000 | +54.9% | 43,946 | +23.2% | 21.94% | +210.1% |
| Q1 2020 | $5,885,000 | -15.3% | 35,660 | -0.6% | 7.07% | +4.8% |
| Q4 2019 | $6,950,000 | +5.0% | 35,890 | -2.4% | 6.75% | -3.4% |
| Q3 2019 | $6,621,000 | -3.2% | 36,778 | -3.6% | 6.99% | +3.6% |
| Q2 2019 | $6,839,000 | +1.6% | 38,157 | -2.3% | 6.74% | -7.1% |
| Q1 2019 | $6,732,000 | +15.0% | 39,056 | +0.6% | 7.26% | +3.3% |
| Q4 2018 | $5,852,000 | -15.1% | 38,839 | -0.2% | 7.03% | +0.7% |
| Q3 2018 | $6,895,000 | +1.9% | 38,919 | -6.5% | 6.98% | -0.7% |
| Q2 2018 | $6,766,000 | +0.6% | 41,613 | -4.1% | 7.03% | +13.1% |
| Q1 2018 | $6,726,000 | -1.1% | 43,376 | -2.6% | 6.22% | -0.0% |
| Q4 2017 | $6,800,000 | – | 44,512 | – | 6.22% | – |
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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% |