ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,001,547 | -4.3% | 29,254 | -1.4% | 0.59% | -3.8% |
Q2 2023 | $2,092,187 | +7.7% | 29,684 | -2.3% | 0.61% | -5.1% |
Q1 2023 | $1,941,862 | +4.5% | 30,394 | -4.4% | 0.64% | -14.5% |
Q4 2022 | $1,859,120 | +0.1% | 31,780 | -1.0% | 0.75% | +0.7% |
Q3 2022 | $1,858,000 | -4.2% | 32,114 | -0.1% | 0.75% | -1.6% |
Q2 2022 | $1,939,000 | -39.7% | 32,136 | -23.7% | 0.76% | -28.0% |
Q1 2022 | $3,218,000 | -81.1% | 42,136 | -79.3% | 1.05% | -78.9% |
Q4 2021 | $17,017,000 | +212.4% | 203,383 | +176.0% | 5.00% | +173.0% |
Q3 2021 | $5,447,000 | +2.5% | 73,693 | +2.8% | 1.83% | +8.1% |
Q2 2021 | $5,314,000 | +11.4% | 71,697 | -2.2% | 1.69% | +0.8% |
Q1 2021 | $4,771,000 | -49.7% | 73,273 | -50.7% | 1.68% | -53.1% |
Q4 2020 | $9,478,000 | +19.4% | 148,510 | +332.4% | 3.58% | +5.5% |
Q3 2020 | $7,936,000 | +47.0% | 34,344 | +32.0% | 3.40% | +29.6% |
Q2 2020 | $5,397,000 | +97.6% | 26,013 | +57.2% | 2.62% | +33.2% |
Q1 2020 | $2,731,000 | -21.6% | 16,546 | -8.0% | 1.97% | -5.8% |
Q4 2019 | $3,482,000 | – | 17,984 | – | 2.09% | – |
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% |