ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,047,373 | -5.4% | 15,308 | -2.6% | 0.60% | -3.1% |
| Q2 2023 | $1,107,664 | +10.3% | 15,716 | 0.0% | 0.62% | +3.9% |
| Q1 2023 | $1,004,095 | +9.2% | 15,716 | 0.0% | 0.60% | +1.7% |
| Q4 2022 | $919,386 | +1.1% | 15,716 | 0.0% | 0.58% | -14.2% |
| Q3 2022 | $909,000 | -4.1% | 15,716 | 0.0% | 0.68% | -1.6% |
| Q2 2022 | $948,000 | -21.0% | 15,716 | 0.0% | 0.69% | -13.0% |
| Q1 2022 | $1,200,000 | -8.7% | 15,716 | 0.0% | 0.80% | -11.1% |
| Q4 2021 | $1,315,000 | – | 15,716 | – | 0.90% | – |
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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% |