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 | $397,282 | +8.3% | 4,293 | -1.2% | 0.21% | +1.0% |
| Q1 2024 | $366,927 | +15.3% | 4,345 | +2.5% | 0.21% | -1.9% |
| Q4 2023 | $318,164 | -17.5% | 4,237 | -24.8% | 0.21% | -23.6% |
| Q3 2023 | $385,693 | -6.1% | 5,637 | -3.3% | 0.28% | +12.2% |
| Q2 2023 | $410,697 | -3.3% | 5,827 | -12.3% | 0.24% | -18.3% |
| Q1 2023 | $424,622 | – | 6,646 | – | 0.30% | – |
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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% |