ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 346 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.77 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,562 | -2.9% | 549 | +0.2% | 0.00% | – |
Q2 2023 | $38,693 | +10.3% | 548 | 0.0% | 0.00% | – |
Q1 2023 | $35,075 | +9.0% | 548 | -0.4% | 0.00% | – |
Q4 2022 | $32,175 | -98.1% | 550 | -98.1% | 0.00% | -100.0% |
Q3 2022 | $1,660,000 | -26.4% | 28,700 | -23.2% | 0.01% | -22.2% |
Q2 2022 | $2,254,000 | -20.3% | 37,364 | +0.9% | 0.01% | 0.0% |
Q1 2022 | $2,828,000 | -8.3% | 37,027 | +0.5% | 0.01% | -10.0% |
Q4 2021 | $3,084,000 | +13.2% | 36,861 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $2,724,000 | +90700.0% | 36,861 | +81813.3% | 0.01% | – |
Q2 2021 | $3,000 | -81.2% | 45 | -42.3% | 0.00% | – |
Q2 2020 | $16,000 | +33.3% | 78 | 0.0% | 0.00% | – |
Q1 2020 | $12,000 | -20.0% | 78 | 0.0% | 0.00% | – |
Q4 2019 | $15,000 | +7.1% | 78 | 0.0% | 0.00% | – |
Q3 2019 | $14,000 | +7.7% | 78 | 0.0% | 0.00% | – |
Q2 2019 | $13,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q1 2019 | $13,000 | +18.2% | 78 | 0.0% | 0.00% | – |
Q4 2018 | $11,000 | -15.4% | 78 | 0.0% | 0.00% | – |
Q3 2018 | $13,000 | +8.3% | 78 | 0.0% | 0.00% | – |
Q2 2018 | $12,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q1 2018 | $12,000 | +9.1% | 78 | 0.0% | 0.00% | – |
Q4 2017 | $11,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q3 2017 | $11,000 | +10.0% | 78 | 0.0% | 0.00% | – |
Q2 2017 | $10,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q1 2017 | $10,000 | +11.1% | 78 | 0.0% | 0.00% | – |
Q4 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q3 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q2 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q1 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q4 2015 | $9,000 | +12.5% | 78 | 0.0% | 0.00% | – |
Q3 2015 | $8,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q2 2015 | $8,000 | 0.0% | 78 | 0.0% | 0.00% | – |
Q1 2015 | $8,000 | -52.9% | 78 | -50.9% | 0.00% | – |
Q4 2014 | $17,000 | +6.2% | 159 | 0.0% | 0.00% | – |
Q3 2014 | $16,000 | +100.0% | 159 | +103.8% | 0.00% | – |
Q2 2014 | $8,000 | -50.0% | 78 | -53.0% | 0.00% | – |
Q4 2013 | $16,000 | +100.0% | 166 | +66.0% | 0.00% | – |
Q3 2013 | $8,000 | – | 100 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Scottrade Investment Management | 2,624,985 | $345,238,000 | 27.70% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 134,990 | $17,754,000 | 15.39% |
Tiedemann Wealth Management Holdings, LLC | 25,528 | $3,358,000 | 13.54% |
Horizon Investments, LLC | 1,516,265 | $199,419,000 | 13.22% |
Silicon Valley Capital Partners | 139,155 | $18,302,000 | 11.42% |
Valmark Advisers, Inc. | 3,415,774 | $449,243,000 | 11.02% |
COURIER CAPITAL LLC | 463,147 | $60,913,000 | 10.72% |
Commonwealth Financial Services, LLC | 72,730 | $9,544,000 | 10.40% |
Paragon Wealth Strategies, LLC | 94,908 | $12,482,000 | 10.25% |
Regal Wealth Group, Inc. | 99,413 | $13,075,000 | 9.98% |