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 | $223 | +9.9% | 2,409 | 0.0% | 0.03% | +6.7% |
| Q1 2024 | $203 | +12.2% | 2,409 | 0.0% | 0.03% | +11.1% |
| Q4 2023 | $181 | +10.4% | 2,409 | +0.2% | 0.03% | 0.0% |
| Q3 2023 | $164 | -3.0% | 2,404 | 0.0% | 0.03% | +3.8% |
| Q2 2023 | $169 | +634.8% | 2,404 | +1557.9% | 0.03% | +550.0% |
| Q1 2023 | $23 | -83.2% | 145 | -93.8% | 0.00% | -81.8% |
| Q4 2022 | $137 | -99.9% | 2,350 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $136,000 | -4.2% | 2,350 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $142,000 | -20.7% | 2,350 | 0.0% | 0.02% | -8.0% |
| Q1 2022 | $179,000 | -9.1% | 2,350 | 0.0% | 0.02% | -3.8% |
| Q4 2021 | $197,000 | +13.2% | 2,350 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $174,000 | -14.7% | 2,350 | -16.1% | 0.02% | -13.8% |
| Q2 2021 | $204,000 | +12.1% | 2,800 | 0.0% | 0.03% | +3.6% |
| Q1 2021 | $182,000 | +1.7% | 2,800 | 0.0% | 0.03% | -3.4% |
| Q4 2020 | $179,000 | – | 2,800 | – | 0.03% | – |
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% |