ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,251 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $998,806 | +12.9% | 10,793 | +3.0% | 0.18% | +2.8% |
Q1 2024 | $885,016 | +9.3% | 10,481 | -2.7% | 0.18% | -2.7% |
Q4 2023 | $809,353 | +12.4% | 10,777 | +2.4% | 0.18% | -3.2% |
Q3 2023 | $720,120 | -7.9% | 10,525 | -5.1% | 0.19% | -0.5% |
Q2 2023 | $781,623 | +13.0% | 11,090 | +2.5% | 0.19% | +2.2% |
Q1 2023 | $691,418 | -9.0% | 10,822 | -16.7% | 0.19% | -18.1% |
Q4 2022 | $759,798 | -0.4% | 12,988 | -1.6% | 0.23% | -7.0% |
Q3 2022 | $763,000 | +39.5% | 13,197 | +45.5% | 0.24% | +48.8% |
Q2 2022 | $547,000 | +754.7% | 9,069 | +2835.0% | 0.16% | +583.3% |
Q2 2020 | $64,000 | -17.9% | 309 | -34.9% | 0.02% | -33.3% |
Q1 2020 | $78,000 | -18.8% | 475 | 0.0% | 0.04% | +2.9% |
Q4 2019 | $96,000 | – | 475 | – | 0.04% | – |
Download |
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% |