ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 706 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $602,991 | +9.6% | 6,516 | 0.0% | 0.08% | +10.0% |
Q1 2024 | $550,211 | +33.7% | 6,516 | +18.9% | 0.07% | +22.8% |
Q4 2023 | $411,548 | +9.8% | 5,480 | 0.0% | 0.06% | +1.8% |
Q3 2023 | $374,942 | -2.9% | 5,480 | 0.0% | 0.06% | 0.0% |
Q2 2023 | $386,230 | +10.3% | 5,480 | 0.0% | 0.06% | +3.7% |
Q1 2023 | $350,117 | +9.2% | 5,480 | 0.0% | 0.05% | +1.9% |
Q4 2022 | $320,580 | +1.1% | 5,480 | 0.0% | 0.05% | -7.0% |
Q3 2022 | $317,000 | -4.2% | 5,480 | 0.0% | 0.06% | +1.8% |
Q2 2022 | $331,000 | -21.0% | 5,480 | 0.0% | 0.06% | -8.2% |
Q1 2022 | $419,000 | -8.7% | 5,480 | 0.0% | 0.06% | -4.7% |
Q4 2021 | $459,000 | +13.3% | 5,480 | 0.0% | 0.06% | +4.9% |
Q3 2021 | $405,000 | +1.5% | 5,480 | 0.0% | 0.06% | +1.7% |
Q2 2021 | $399,000 | +11.8% | 5,480 | 0.0% | 0.06% | +5.3% |
Q1 2021 | $357,000 | +2.0% | 5,480 | 0.0% | 0.06% | -5.0% |
Q4 2020 | $350,000 | +10.4% | 5,480 | +300.0% | 0.06% | -1.6% |
Q3 2020 | $317,000 | +11.6% | 1,370 | 0.0% | 0.06% | +3.4% |
Q2 2020 | $284,000 | +21.4% | 1,370 | -3.5% | 0.06% | +5.4% |
Q1 2020 | $234,000 | -14.9% | 1,420 | 0.0% | 0.06% | +1.8% |
Q4 2019 | $275,000 | +7.4% | 1,420 | 0.0% | 0.06% | 0.0% |
Q3 2019 | $256,000 | +0.4% | 1,420 | 0.0% | 0.06% | 0.0% |
Q2 2019 | $255,000 | +4.1% | 1,420 | 0.0% | 0.06% | 0.0% |
Q1 2019 | $245,000 | +14.5% | 1,420 | 0.0% | 0.06% | +3.8% |
Q4 2018 | $214,000 | -15.1% | 1,420 | 0.0% | 0.05% | -3.6% |
Q3 2018 | $252,000 | +9.1% | 1,420 | 0.0% | 0.06% | +3.8% |
Q2 2018 | $231,000 | -2.1% | 1,420 | -6.6% | 0.05% | -5.4% |
Q1 2018 | $236,000 | +1.7% | 1,520 | 0.0% | 0.06% | +7.7% |
Q4 2017 | $232,000 | +6.4% | 1,520 | 0.0% | 0.05% | +2.0% |
Q3 2017 | $218,000 | +4.8% | 1,520 | 0.0% | 0.05% | +4.1% |
Q2 2017 | $208,000 | -21.8% | 1,520 | -24.8% | 0.05% | -22.2% |
Q1 2017 | $266,000 | +8.1% | 2,020 | 0.0% | 0.06% | +5.0% |
Q4 2016 | $246,000 | 0.0% | 2,020 | 0.0% | 0.06% | -1.6% |
Q3 2016 | $246,000 | +4.7% | 2,020 | 0.0% | 0.06% | +3.4% |
Q2 2016 | $235,000 | +0.4% | 2,020 | 0.0% | 0.06% | -1.7% |
Q1 2016 | $234,000 | 0.0% | 2,020 | 0.0% | 0.06% | -1.6% |
Q4 2015 | $234,000 | +7.3% | 2,020 | 0.0% | 0.06% | 0.0% |
Q3 2015 | $218,000 | -5.2% | 2,020 | 0.0% | 0.06% | 0.0% |
Q2 2015 | $230,000 | 0.0% | 2,020 | 0.0% | 0.06% | 0.0% |
Q1 2015 | $230,000 | – | 2,020 | – | 0.06% | – |
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% |