ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,251 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,140,102 | +1.9% | 136,283 | +0.8% | 12.54% | +141.8% |
| Q1 2024 | $11,913,684 | -1.0% | 135,168 | -11.9% | 5.19% | -60.1% |
| Q4 2023 | $12,035,356 | +10.4% | 153,493 | -1.0% | 13.00% | +2.2% |
| Q3 2023 | $10,898,049 | -6.1% | 155,022 | -6.0% | 12.73% | -8.8% |
| Q2 2023 | $11,609,282 | +12.4% | 164,998 | +1.9% | 13.96% | +2.4% |
| Q1 2023 | $10,326,149 | – | 161,953 | – | 13.63% | – |
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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% |