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 | $4,041 | +9.7% | 44 | 0.0% | 0.00% | – |
| Q1 2024 | $3,685 | +12.6% | 44 | 0.0% | 0.00% | – |
| Q4 2023 | $3,274 | -91.0% | 44 | -91.7% | 0.00% | -100.0% |
| Q3 2023 | $36,400 | +1091.9% | 532 | +1137.2% | 0.00% | – |
| Q2 2023 | $3,054 | -63.8% | 43 | -67.4% | 0.00% | -100.0% |
| Q1 2023 | $8,434 | +234.5% | 132 | +207.0% | 0.00% | – |
| Q4 2022 | $2,521 | +26.0% | 43 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 43 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 43 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 43 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 43 | +290.9% | 0.00% | – |
| Q3 2020 | $2,000 | -99.0% | 11 | -98.8% | 0.00% | -100.0% |
| Q2 2020 | $195,000 | +25.8% | 941 | 0.0% | 0.04% | +9.1% |
| Q1 2020 | $155,000 | -14.8% | 941 | 0.0% | 0.03% | +10.0% |
| Q4 2019 | $182,000 | +7.7% | 941 | +0.1% | 0.03% | 0.0% |
| Q3 2019 | $169,000 | 0.0% | 940 | 0.0% | 0.03% | +3.4% |
| Q2 2019 | $169,000 | +119.5% | 940 | +110.8% | 0.03% | +123.1% |
| Q1 2019 | $77,000 | +3750.0% | 446 | +4360.0% | 0.01% | – |
| Q4 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | -97.9% | 10 | -97.5% | 0.00% | -100.0% |
| Q1 2016 | $47,000 | – | 405 | – | 0.01% | – |
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% |