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 | $4,776,545 | +7.2% | 51,616 | -2.2% | 0.12% | +0.8% |
| Q1 2024 | $4,456,237 | +11.4% | 52,774 | -0.9% | 0.12% | +2.5% |
| Q4 2023 | $3,999,075 | +8.5% | 53,250 | -1.2% | 0.12% | -3.3% |
| Q3 2023 | $3,686,812 | -2.9% | 53,885 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $3,797,815 | +10.3% | 53,885 | 0.0% | 0.12% | -3.1% |
| Q1 2023 | $3,442,713 | +9.2% | 53,885 | 0.0% | 0.13% | -3.1% |
| Q4 2022 | $3,152,272 | – | 53,885 | – | 0.13% | – |
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% |