ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,599,591 | -2.9% | 23,379 | 0.0% | 1.27% | +2.1% |
| Q2 2023 | $1,647,752 | -5.5% | 23,379 | -14.3% | 1.25% | -2.4% |
| Q1 2023 | $1,742,855 | +9.2% | 27,279 | 0.0% | 1.28% | +3.4% |
| Q4 2022 | $1,595,822 | +1.1% | 27,279 | 0.0% | 1.24% | -13.5% |
| Q3 2022 | $1,578,000 | -4.1% | 27,279 | 0.0% | 1.43% | -0.5% |
| Q2 2022 | $1,646,000 | -21.0% | 27,279 | 0.0% | 1.44% | -10.4% |
| Q1 2022 | $2,084,000 | -30.7% | 27,279 | -24.1% | 1.60% | -30.7% |
| Q4 2021 | $3,007,000 | – | 35,932 | – | 2.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scottrade Investment Management | 2,624,985 | $345,238,000 | 27.70% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 134,990 | $17,754,000 | 15.39% |
| Tiedemann Wealth Management Holdings, LLC | 25,528 | $3,358,000 | 13.54% |
| Horizon Investments, LLC | 1,516,265 | $199,419,000 | 13.22% |
| Silicon Valley Capital Partners | 139,155 | $18,302,000 | 11.42% |
| Valmark Advisers, Inc. | 3,415,774 | $449,243,000 | 11.02% |
| COURIER CAPITAL LLC | 463,147 | $60,913,000 | 10.72% |
| Commonwealth Financial Services, LLC | 72,730 | $9,544,000 | 10.40% |
| Paragon Wealth Strategies, LLC | 94,908 | $12,482,000 | 10.25% |
| Regal Wealth Group, Inc. | 99,413 | $13,075,000 | 9.98% |