ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,050,904 | -3.1% | 15,360 | -0.2% | 0.78% | +9.8% |
| Q2 2023 | $1,084,307 | +9.3% | 15,385 | -0.9% | 0.71% | -0.7% |
| Q1 2023 | $992,229 | +8.4% | 15,530 | -0.7% | 0.72% | -7.4% |
| Q4 2022 | $914,956 | +3.3% | 15,640 | +2.1% | 0.77% | +5.6% |
| Q3 2022 | $886,000 | -10.4% | 15,318 | -6.5% | 0.73% | -2.5% |
| Q2 2022 | $989,000 | -21.4% | 16,381 | -0.5% | 0.75% | -4.7% |
| Q1 2022 | $1,258,000 | -46.5% | 16,464 | -41.4% | 0.79% | -41.3% |
| Q4 2021 | $2,352,000 | +81.6% | 28,116 | +60.4% | 1.34% | +78.4% |
| Q3 2021 | $1,295,000 | +2.3% | 17,527 | +0.7% | 0.75% | +3.9% |
| Q2 2021 | $1,266,000 | +4.5% | 17,409 | -6.4% | 0.72% | -5.8% |
| Q1 2021 | $1,211,000 | -17.5% | 18,603 | -19.1% | 0.77% | -29.4% |
| Q4 2020 | $1,468,000 | – | 23,009 | – | 1.09% | – |
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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% |