ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,250 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $363,312 | -3.3% | 3,926 | -11.7% | 0.09% | +1.2% |
| Q1 2024 | $375,589 | +12.4% | 4,448 | 0.0% | 0.08% | +11.8% |
| Q4 2023 | $334,045 | -12.8% | 4,448 | -20.6% | 0.08% | -17.4% |
| Q3 2023 | $383,084 | -2.9% | 5,599 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $394,618 | +10.3% | 5,599 | 0.0% | 0.09% | +13.6% |
| Q1 2023 | $357,720 | +108961.0% | 5,599 | 0.0% | 0.08% | +14.1% |
| Q4 2022 | $328 | -99.9% | 5,599 | -4.9% | 0.07% | -7.8% |
| Q3 2022 | $340,000 | -4.2% | 5,885 | 0.0% | 0.08% | +10.0% |
| Q2 2022 | $355,000 | -20.9% | 5,885 | 0.0% | 0.07% | +14.8% |
| Q1 2022 | $449,000 | -28.3% | 5,885 | -21.4% | 0.06% | -28.2% |
| Q4 2021 | $626,000 | +13.2% | 7,485 | 0.0% | 0.08% | +9.0% |
| Q3 2021 | $553,000 | +1.5% | 7,485 | 0.0% | 0.08% | -7.1% |
| Q2 2021 | $545,000 | +9.2% | 7,485 | -2.3% | 0.08% | +2.4% |
| Q1 2021 | $499,000 | -1.6% | 7,665 | -3.5% | 0.08% | -5.7% |
| Q4 2020 | $507,000 | – | 7,940 | – | 0.09% | – |
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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% |