ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 872 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,340,521 | +12.3% | 198,190 | +2.5% | 0.96% | +6.6% |
| Q1 2024 | $16,327,316 | +10.0% | 193,360 | -2.1% | 0.90% | +7.7% |
| Q4 2023 | $14,837,226 | +3.5% | 197,566 | -5.8% | 0.83% | -10.4% |
| Q3 2023 | $14,342,198 | -1.0% | 209,620 | +1.9% | 0.93% | +5.2% |
| Q2 2023 | $14,493,504 | +13.9% | 205,640 | +3.3% | 0.88% | +7.2% |
| Q1 2023 | $12,724,062 | -3.3% | 199,156 | -11.5% | 0.82% | -11.3% |
| Q4 2022 | $13,161,279 | +89891.7% | 224,979 | -11.0% | 0.93% | -18.7% |
| Q3 2022 | $14,625 | +2.2% | 252,817 | +6.6% | 1.14% | +1.0% |
| Q2 2022 | $14,310 | -18.6% | 237,121 | +3.1% | 1.13% | -4.7% |
| Q1 2022 | $17,571 | -3.6% | 230,041 | +5.6% | 1.19% | -15.9% |
| Q4 2021 | $18,228 | +16.3% | 217,853 | +2.7% | 1.41% | -7.8% |
| Q3 2021 | $15,677 | +23.8% | 212,114 | +21.8% | 1.53% | +1.8% |
| Q2 2021 | $12,661 | +6.4% | 174,081 | -4.8% | 1.50% | -18.7% |
| Q1 2021 | $11,904 | +1.1% | 182,832 | -0.9% | 1.85% | -21.1% |
| Q4 2020 | $11,771 | +10.7% | 184,436 | +300.7% | 2.34% | -7.7% |
| Q3 2020 | $10,637 | -99.9% | 46,032 | +1.3% | 2.54% | +6.0% |
| Q2 2020 | $9,428,000 | +25.6% | 45,439 | -0.1% | 2.40% | +23.8% |
| Q1 2020 | $7,509,000 | -3.8% | 45,494 | +12.9% | 1.94% | +1.3% |
| Q4 2019 | $7,805,000 | +10.9% | 40,304 | +3.1% | 1.91% | +6.9% |
| Q3 2019 | $7,035,000 | +715.2% | 39,078 | +712.1% | 1.79% | +580.2% |
| Q2 2019 | $863,000 | +120.7% | 4,812 | +112.1% | 0.26% | +82.6% |
| Q1 2019 | $391,000 | +6.0% | 2,269 | -7.2% | 0.14% | -33.0% |
| Q4 2018 | $369,000 | – | 2,446 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FundX Investment Group, LLC | 408,970 | $46,602,000 | 14.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 149,999 | $17,092,000 | 12.93% |
| TIEDEMANN TRUST CO | 1,082,384 | $123,336,000 | 11.31% |
| Simply Money Advisors | 685,445 | $78,106,000 | 11.31% |
| Valmark Advisers, Inc. | 4,072,134 | $464,020,000 | 10.61% |
| LVZ, Inc. | 157,133 | $17,905,000 | 10.41% |
| AFFINITY WEALTH MANAGEMENT LLC | 153,940 | $17,542,000 | 10.32% |
| FIRST HAWAIIAN BANK | 532,599 | $60,690,000 | 9.80% |
| Live Your Vision, LLC | 173,182 | $19,734,000 | 9.37% |
| CWH Capital Management, Inc. | 131,383 | $14,971,000 | 9.14% |