ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $320,234 | +9.7% | 3,460 | +0.1% | 0.16% | +8.8% |
| Q1 2024 | $291,968 | +12.9% | 3,458 | +0.4% | 0.15% | +4.2% |
| Q4 2023 | $258,668 | +11.1% | 3,444 | +1.2% | 0.14% | +2.2% |
| Q3 2023 | $232,880 | -1.5% | 3,404 | +1.5% | 0.14% | +1.5% |
| Q2 2023 | $236,368 | +10.6% | 3,354 | +0.2% | 0.14% | +5.4% |
| Q1 2023 | $213,804 | +6.9% | 3,346 | +0.8% | 0.13% | -2.3% |
| Q2 2022 | $200,000 | -20.9% | 3,320 | +0.2% | 0.13% | -11.3% |
| Q1 2022 | $253,000 | -8.7% | 3,314 | +0.2% | 0.15% | -2.0% |
| Q4 2021 | $277,000 | +13.5% | 3,309 | +0.1% | 0.15% | +3.4% |
| Q3 2021 | $244,000 | +1.7% | 3,305 | +0.2% | 0.15% | +2.8% |
| Q2 2021 | $240,000 | +11.6% | 3,300 | +0.1% | 0.14% | +4.3% |
| Q1 2021 | $215,000 | +2.4% | 3,296 | +0.2% | 0.14% | -3.5% |
| Q4 2020 | $210,000 | – | 3,291 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wilmington Trust Investment Management, LLC | 1,317,762 | $131,484,000 | 26.50% |
| Sage Advisory Services, Ltd.Co. | 1,450,311 | $144,698,000 | 17.06% |
| Quantitative Advantage, LLC | 642,654 | $64,163,000 | 15.39% |
| Simply Money Advisors | 935,899 | $93,440,000 | 14.52% |
| FIRST HAWAIIAN BANK | 627,875 | $62,688,000 | 10.98% |
| Live Your Vision, LLC | 202,572 | $20,225,000 | 10.68% |
| Valmark Advisers, Inc. | 4,140,992 | $413,437,000 | 10.63% |
| LVZ, Inc. | 132,407 | $12,669,000 | 10.14% |
| SG Select LLC | 6,068 | $606,000 | 9.90% |
| TIEDEMANN TRUST CO | 906,241 | $90,462,000 | 9.81% |