ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,516 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $171,050 | -65.8% | 2,500 | -64.7% | 0.01% | -66.7% |
| Q2 2023 | $499,492 | +10.3% | 7,087 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $452,788 | -66.7% | 7,087 | -69.5% | 0.03% | -67.9% |
| Q4 2022 | $1,358,019 | +1.1% | 23,214 | 0.0% | 0.08% | -10.6% |
| Q3 2022 | $1,342,930 | -4.1% | 23,214 | 0.0% | 0.09% | -2.1% |
| Q2 2022 | $1,400,965 | -21.0% | 23,214 | 0.0% | 0.10% | +3.2% |
| Q1 2022 | $1,773,085 | -8.7% | 23,214 | 0.0% | 0.09% | -5.1% |
| Q4 2021 | $1,942,000 | +13.2% | 23,214 | 0.0% | 0.10% | +7.7% |
| Q3 2021 | $1,716,000 | +1.7% | 23,214 | 0.0% | 0.09% | -4.2% |
| Q2 2021 | $1,688,000 | – | 23,214 | – | 0.10% | – |
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% |