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 | $1,486,380 | +11.8% | 16,062 | +2.1% | 0.36% | +15.2% |
Q1 2024 | $1,328,951 | +12.3% | 15,738 | -0.1% | 0.32% | +2.9% |
Q4 2023 | $1,183,500 | +4.7% | 15,759 | -4.7% | 0.31% | -7.6% |
Q3 2023 | $1,130,907 | -2.6% | 16,529 | +0.4% | 0.33% | +0.6% |
Q2 2023 | $1,160,897 | +8.2% | 16,471 | -1.9% | 0.33% | +1.5% |
Q1 2023 | $1,072,840 | -13.2% | 16,792 | -20.5% | 0.32% | -16.7% |
Q4 2022 | $1,235,565 | +0.8% | 21,121 | -0.3% | 0.39% | -12.0% |
Q3 2022 | $1,226,000 | -4.7% | 21,189 | -0.6% | 0.44% | -0.9% |
Q2 2022 | $1,287,000 | -19.9% | 21,319 | +1.3% | 0.45% | -12.0% |
Q1 2022 | $1,607,000 | -9.8% | 21,037 | -1.2% | 0.51% | -7.3% |
Q4 2021 | $1,781,000 | +14.5% | 21,289 | +1.2% | 0.55% | +1.7% |
Q3 2021 | $1,555,000 | -67.4% | 21,037 | -68.0% | 0.54% | -56.9% |
Q2 2021 | $4,776,000 | +266.3% | 65,672 | +228.0% | 1.25% | +144.5% |
Q1 2021 | $1,304,000 | +0.4% | 20,021 | -1.6% | 0.51% | -11.6% |
Q4 2020 | $1,299,000 | +10.5% | 20,354 | +300.0% | 0.58% | -8.1% |
Q3 2020 | $1,176,000 | +2.8% | 5,088 | -7.8% | 0.63% | -7.8% |
Q2 2020 | $1,144,000 | +18.9% | 5,516 | -5.4% | 0.68% | -8.1% |
Q1 2020 | $962,000 | -16.7% | 5,828 | -2.3% | 0.74% | -2.0% |
Q4 2019 | $1,155,000 | +1.3% | 5,967 | -5.7% | 0.76% | -6.3% |
Q3 2019 | $1,140,000 | -24.8% | 6,331 | -25.1% | 0.81% | -27.3% |
Q2 2019 | $1,515,000 | +5.1% | 8,454 | +1.1% | 1.11% | +6.7% |
Q1 2019 | $1,441,000 | +5.9% | 8,362 | -7.4% | 1.04% | -12.5% |
Q4 2018 | $1,361,000 | -8.5% | 9,031 | +7.6% | 1.19% | -0.2% |
Q3 2018 | $1,487,000 | +13.7% | 8,393 | +4.3% | 1.19% | +2.4% |
Q2 2018 | $1,308,000 | +7.2% | 8,044 | +2.2% | 1.16% | +3.0% |
Q1 2018 | $1,220,000 | +0.8% | 7,869 | -0.7% | 1.13% | +1.1% |
Q4 2017 | $1,210,000 | – | 7,923 | – | 1.12% | – |
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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% |