ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,967 | -2.6% | 28,651 | 0.0% | 0.47% | -2.9% |
| Q2 2023 | $2,019 | +10.3% | 28,651 | 0.0% | 0.49% | +3.0% |
| Q1 2023 | $1,831 | +9.2% | 28,651 | 0.0% | 0.47% | +4.2% |
| Q4 2022 | $1,676 | -99.9% | 28,651 | 0.0% | 0.45% | -9.0% |
| Q3 2022 | $1,657,000 | -4.2% | 28,651 | 0.0% | 0.50% | +2.0% |
| Q2 2022 | $1,729,000 | -21.0% | 28,651 | 0.0% | 0.49% | -24.7% |
| Q1 2022 | $2,188,000 | -8.7% | 28,651 | 0.0% | 0.65% | +0.6% |
| Q4 2021 | $2,397,000 | +13.2% | 28,651 | 0.0% | 0.64% | +7.7% |
| Q3 2021 | $2,118,000 | +1.6% | 28,651 | 0.0% | 0.60% | +6.6% |
| Q2 2021 | $2,084,000 | +11.7% | 28,651 | 0.0% | 0.56% | -0.2% |
| Q1 2021 | $1,865,000 | -57.3% | 28,651 | -58.2% | 0.56% | -61.1% |
| Q4 2020 | $4,372,000 | +10.5% | 68,508 | +300.0% | 1.45% | -9.4% |
| Q3 2020 | $3,958,000 | +11.4% | 17,127 | 0.0% | 1.60% | +2.8% |
| Q2 2020 | $3,554,000 | +25.7% | 17,127 | 0.0% | 1.56% | +25.9% |
| Q1 2020 | $2,827,000 | -14.7% | 17,127 | 0.0% | 1.24% | -23.1% |
| Q4 2019 | $3,316,000 | +7.6% | 17,127 | 0.0% | 1.60% | -4.5% |
| Q3 2019 | $3,083,000 | -0.5% | 17,127 | -1.0% | 1.68% | -21.3% |
| Q2 2019 | $3,100,000 | -0.6% | 17,297 | -4.4% | 2.14% | -1.0% |
| Q1 2019 | $3,119,000 | +14.4% | 18,097 | 0.0% | 2.16% | +34.5% |
| Q4 2018 | $2,727,000 | – | 18,097 | – | 1.60% | – |
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% |