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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $250,000 | -19.9% | 3,272 | -12.3% | 0.06% | -32.6% |
| Q4 2021 | $312,000 | +13.0% | 3,733 | +0.1% | 0.09% | -1.1% |
| Q3 2021 | $276,000 | +1.8% | 3,729 | +0.1% | 0.09% | 0.0% |
| Q2 2021 | $271,000 | +10.2% | 3,724 | -1.5% | 0.09% | -4.3% |
| Q1 2021 | $246,000 | +2.1% | 3,780 | +0.2% | 0.09% | -26.6% |
| Q4 2020 | $241,000 | +17.6% | 3,774 | +326.0% | 0.13% | +0.8% |
| Q3 2020 | $205,000 | +75.2% | 886 | +23.2% | 0.13% | +53.0% |
| Q2 2018 | $117,000 | – | 719 | – | 0.08% | – |
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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% |