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 | $1,395,446 | +9.6% | 15,079 | +0.0% | 1.05% | +4.9% |
| Q1 2024 | $1,272,710 | +8.2% | 15,072 | -3.8% | 1.00% | +2.8% |
| Q4 2023 | $1,176,200 | +0.9% | 15,662 | -8.0% | 0.98% | -9.4% |
| Q3 2023 | $1,165,196 | -4.4% | 17,030 | -1.5% | 1.08% | +0.9% |
| Q2 2023 | $1,218,955 | +9.2% | 17,295 | -1.0% | 1.07% | +4.1% |
| Q1 2023 | $1,116,033 | +7.4% | 17,468 | -1.7% | 1.02% | -0.9% |
| Q4 2022 | $1,039,255 | – | 17,765 | – | 1.03% | – |
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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% |