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 | $1,265,378 | +7.9% | 13,674 | -1.5% | 0.29% | +10.2% |
| Q1 2024 | $1,172,433 | +13.1% | 13,885 | +0.6% | 0.26% | +6.9% |
| Q4 2023 | $1,036,394 | +9.4% | 13,800 | -0.4% | 0.25% | -7.5% |
| Q3 2023 | $947,409 | +60.6% | 13,849 | +50.0% | 0.27% | -25.0% |
| Q1 2023 | $590,079 | -32.7% | 9,235 | -38.3% | 0.36% | +36.9% |
| Q4 2022 | $876,350 | -21.4% | 14,979 | -22.3% | 0.26% | -28.4% |
| Q3 2022 | $1,115,000 | +3.8% | 19,280 | +8.3% | 0.36% | -3.2% |
| Q2 2022 | $1,074,000 | -21.5% | 17,802 | -0.7% | 0.38% | -26.9% |
| Q1 2022 | $1,369,000 | -11.9% | 17,929 | -3.5% | 0.51% | -9.8% |
| Q4 2021 | $1,554,000 | +0.6% | 18,575 | -11.1% | 0.57% | -16.6% |
| Q3 2021 | $1,544,000 | -5.5% | 20,888 | -7.0% | 0.68% | -28.1% |
| Q2 2021 | $1,633,000 | +81.4% | 22,455 | +62.6% | 0.95% | +25.4% |
| Q1 2021 | $900,000 | – | 13,812 | – | 0.76% | – |
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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% |