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 | $2,485,398 | +10.6% | 26,858 | +0.9% | 0.21% | +1.0% |
| Q1 2024 | $2,247,824 | +78.2% | 26,620 | +58.5% | 0.21% | +76.9% |
| Q4 2023 | $1,261,103 | -8.1% | 16,792 | -16.3% | 0.12% | -18.8% |
| Q3 2023 | $1,372,361 | -2.3% | 20,058 | +0.6% | 0.14% | +0.7% |
| Q2 2023 | $1,404,929 | +880.2% | 19,934 | +34.9% | 0.14% | +1687.5% |
| Q1 2023 | $143,338 | -88.8% | 14,773 | -32.3% | 0.01% | -86.0% |
| Q4 2022 | $1,277,015 | -52.8% | 21,829 | -53.3% | 0.06% | -64.4% |
| Q3 2022 | $2,704,000 | -5.5% | 46,740 | -0.7% | 0.16% | -37.0% |
| Q2 2022 | $2,862,000 | -26.7% | 47,068 | -7.9% | 0.25% | +15.5% |
| Q1 2022 | $3,903,000 | -13.5% | 51,099 | -5.2% | 0.22% | -42.4% |
| Q4 2021 | $4,512,000 | +26.8% | 53,924 | -1.3% | 0.38% | +34.5% |
| Q1 2021 | $3,557,000 | +219.3% | 54,636 | +213.1% | 0.28% | +175.7% |
| Q4 2020 | $1,114,000 | – | 17,451 | – | 0.10% | – |
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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% |