ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,329 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $276,778 | +4.7% | 2,991 | -4.4% | 0.16% | -5.4% |
Q1 2024 | $264,229 | -4.0% | 3,129 | -14.6% | 0.17% | -14.9% |
Q4 2023 | $275,341 | +9.9% | 3,666 | +0.2% | 0.20% | -2.5% |
Q3 2023 | $250,485 | -10.5% | 3,660 | -7.9% | 0.20% | -7.8% |
Q2 2023 | $280,016 | +10.4% | 3,973 | +0.1% | 0.22% | +5.3% |
Q1 2023 | $253,714 | +13.1% | 3,971 | +3.5% | 0.21% | +16.4% |
Q4 2022 | $224,376 | +1.1% | 3,835 | +0.1% | 0.18% | -10.6% |
Q3 2022 | $222,000 | -3.9% | 3,833 | +0.1% | 0.20% | +1.0% |
Q2 2022 | $231,000 | -19.2% | 3,831 | +2.2% | 0.20% | -13.3% |
Q1 2022 | $286,000 | -7.1% | 3,749 | +1.9% | 0.23% | -6.6% |
Q4 2021 | $308,000 | – | 3,678 | – | 0.24% | – |
Download |
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% |