ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,594 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.76 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $379,305 | +8.0% | 4,099 | -1.4% | 0.14% | +4.5% |
| Q1 2024 | $351,169 | +17.0% | 4,159 | +4.1% | 0.13% | +7.3% |
| Q4 2023 | $300,184 | -22.5% | 3,997 | -29.4% | 0.12% | -30.5% |
| Q3 2023 | $387,201 | -8.3% | 5,659 | -5.6% | 0.18% | -8.8% |
| Q2 2023 | $422,469 | -11.1% | 5,994 | -26.2% | 0.19% | -17.4% |
| Q4 2022 | $475,196 | – | 8,123 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FundX Investment Group, LLC | 408,970 | $46,602,000 | 14.38% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 149,999 | $17,092,000 | 12.93% |
| TIEDEMANN TRUST CO | 1,082,384 | $123,336,000 | 11.31% |
| Simply Money Advisors | 685,445 | $78,106,000 | 11.31% |
| Valmark Advisers, Inc. | 4,072,134 | $464,020,000 | 10.61% |
| LVZ, Inc. | 157,133 | $17,905,000 | 10.41% |
| AFFINITY WEALTH MANAGEMENT LLC | 153,940 | $17,542,000 | 10.32% |
| FIRST HAWAIIAN BANK | 532,599 | $60,690,000 | 9.80% |
| Live Your Vision, LLC | 173,182 | $19,734,000 | 9.37% |
| CWH Capital Management, Inc. | 131,383 | $14,971,000 | 9.14% |