ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271 | -2.9% | 3,964 | 0.0% | 0.15% | -7.2% |
| Q2 2023 | $279 | +10.3% | 3,964 | 0.0% | 0.17% | +2.5% |
| Q1 2023 | $253 | +2.4% | 3,964 | -6.0% | 0.16% | -5.8% |
| Q4 2022 | $247 | -99.9% | 4,215 | 0.0% | 0.17% | +4.9% |
| Q3 2022 | $244,000 | -3.9% | 4,215 | 0.0% | 0.16% | -3.0% |
| Q2 2022 | $254,000 | -43.4% | 4,215 | -28.4% | 0.17% | -31.9% |
| Q1 2022 | $449,000 | -8.7% | 5,885 | 0.0% | 0.25% | +8.3% |
| Q4 2021 | $492,000 | +13.1% | 5,885 | 0.0% | 0.23% | +0.4% |
| Q3 2021 | $435,000 | +1.6% | 5,885 | 0.0% | 0.23% | +8.1% |
| Q2 2021 | $428,000 | +11.7% | 5,885 | 0.0% | 0.21% | 0.0% |
| Q1 2021 | $383,000 | -1.8% | 5,885 | -3.8% | 0.21% | -5.0% |
| Q4 2020 | $390,000 | +10.5% | 6,116 | +300.0% | 0.22% | 0.0% |
| Q3 2020 | $353,000 | +11.4% | 1,529 | 0.0% | 0.22% | -10.5% |
| Q2 2020 | $317,000 | +25.8% | 1,529 | 0.0% | 0.25% | -6.1% |
| Q1 2020 | $252,000 | -14.9% | 1,529 | 0.0% | 0.26% | -8.0% |
| Q4 2019 | $296,000 | +7.6% | 1,529 | 0.0% | 0.29% | -8.9% |
| Q3 2019 | $275,000 | +0.4% | 1,529 | 0.0% | 0.32% | +15.0% |
| Q2 2019 | $274,000 | +3.8% | 1,529 | 0.0% | 0.27% | +2.6% |
| Q1 2019 | $264,000 | +14.8% | 1,529 | 0.0% | 0.27% | +5.1% |
| Q4 2018 | $230,000 | -15.1% | 1,529 | 0.0% | 0.25% | +9.5% |
| Q3 2018 | $271,000 | +8.8% | 1,529 | 0.0% | 0.23% | +0.4% |
| Q2 2018 | $249,000 | – | 1,529 | – | 0.23% | – |
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% |