ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,516 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,161,118 | +0.4% | 44,966 | -8.4% | 0.56% | +0.5% |
| Q1 2024 | $4,144,531 | +4.9% | 49,083 | -6.7% | 0.56% | +0.5% |
| Q4 2023 | $3,949,169 | +7.0% | 52,585 | -2.5% | 0.55% | -1.6% |
| Q3 2023 | $3,689,478 | +4.6% | 53,924 | +7.8% | 0.56% | +9.7% |
| Q2 2023 | $3,526,747 | +8.4% | 50,039 | -1.8% | 0.51% | +2.0% |
| Q1 2023 | $3,254,416 | +6.4% | 50,938 | -2.6% | 0.50% | +0.8% |
| Q4 2022 | $3,058,061 | -2.6% | 52,275 | -3.7% | 0.50% | -13.7% |
| Q3 2022 | $3,140,000 | -13.6% | 54,275 | -9.9% | 0.58% | +3.6% |
| Q2 2022 | $3,634,000 | +22.2% | 60,219 | +54.7% | 0.56% | +39.2% |
| Q1 2022 | $2,973,000 | +25.8% | 38,920 | +37.8% | 0.40% | +29.8% |
| Q4 2021 | $2,363,000 | – | 28,241 | – | 0.31% | – |
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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% |