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 | $29,889 | -2.9% | 437 | +0.2% | 0.02% | +4.8% |
| Q2 2023 | $30,789 | +10.4% | 436 | -0.2% | 0.02% | 0.0% |
| Q1 2023 | $27,888 | +9.2% | 437 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $25,535 | -11.9% | 437 | -12.4% | 0.02% | -22.2% |
| Q3 2022 | $29,000 | -3.3% | 499 | +0.2% | 0.03% | -10.0% |
| Q2 2022 | $30,000 | -21.1% | 498 | 0.0% | 0.03% | -3.2% |
| Q1 2022 | $38,000 | -9.5% | 498 | +0.2% | 0.03% | -3.1% |
| Q4 2021 | $42,000 | +13.5% | 497 | 0.0% | 0.03% | +10.3% |
| Q3 2021 | $37,000 | +2.8% | 497 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $36,000 | +12.5% | 497 | +0.2% | 0.03% | +3.7% |
| Q1 2021 | $32,000 | -98.4% | 496 | -98.4% | 0.03% | -98.5% |
| Q4 2020 | $1,999,000 | +7.7% | 31,329 | +290.0% | 1.85% | -6.7% |
| Q3 2020 | $1,856,000 | +6.1% | 8,033 | -4.7% | 1.98% | -1.2% |
| Q2 2020 | $1,750,000 | +17.7% | 8,432 | -6.4% | 2.01% | -2.3% |
| Q1 2020 | $1,487,000 | +552.2% | 9,007 | +664.0% | 2.06% | +778.2% |
| Q4 2019 | $228,000 | – | 1,179 | – | 0.23% | – |
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% |