ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 828 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,502,000 | 0.0% | 9,102 | 0.0% | 0.42% | 0.0% |
| Q1 2020 | $1,502,000 | +48.1% | 9,102 | +61.5% | 0.42% | +105.8% |
| Q3 2019 | $1,014,000 | -1.6% | 5,635 | -3.6% | 0.21% | -12.3% |
| Q2 2019 | $1,031,000 | +2.3% | 5,843 | -0.5% | 0.24% | -2.9% |
| Q1 2019 | $1,008,000 | +2.2% | 5,873 | -2.8% | 0.24% | -22.4% |
| Q4 2018 | $986,000 | -7.2% | 6,045 | +0.7% | 0.31% | +32.8% |
| Q3 2018 | $1,063,000 | +4.0% | 6,002 | -4.5% | 0.24% | -0.4% |
| Q2 2018 | $1,022,000 | +1.1% | 6,288 | -3.5% | 0.24% | -6.7% |
| Q1 2018 | $1,011,000 | +5.8% | 6,518 | +4.1% | 0.25% | -10.3% |
| Q4 2017 | $956,000 | +7.3% | 6,259 | +0.8% | 0.28% | -8.1% |
| Q3 2017 | $891,000 | +13.9% | 6,210 | +8.6% | 0.31% | +18.5% |
| Q2 2017 | $782,000 | +5.8% | 5,718 | +1.7% | 0.26% | +4.9% |
| Q1 2017 | $739,000 | +10.0% | 5,622 | +1.9% | 0.25% | +12.8% |
| Q4 2016 | $672,000 | – | 5,519 | – | 0.22% | – |
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% |