ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $947,000 | -6.0% | 16,363 | -1.9% | 0.04% | -6.4% |
Q2 2022 | $1,007,000 | -21.2% | 16,688 | -0.3% | 0.05% | -16.1% |
Q1 2022 | $1,278,000 | -9.0% | 16,738 | -0.3% | 0.06% | -17.6% |
Q4 2021 | $1,405,000 | +12.6% | 16,788 | -0.6% | 0.07% | -1.4% |
Q3 2021 | $1,248,000 | +0.7% | 16,888 | -0.9% | 0.07% | -2.8% |
Q2 2021 | $1,239,000 | +11.7% | 17,038 | 0.0% | 0.07% | -6.6% |
Q1 2021 | $1,109,000 | +2.0% | 17,038 | 0.0% | 0.08% | -1.3% |
Q4 2020 | $1,087,000 | +5.5% | 17,038 | +282.2% | 0.08% | -7.2% |
Q3 2020 | $1,030,000 | +10.6% | 4,458 | -0.7% | 0.08% | +6.4% |
Q2 2020 | $931,000 | +60.8% | 4,488 | +28.0% | 0.08% | +39.3% |
Q1 2020 | $579,000 | -15.7% | 3,505 | -1.3% | 0.06% | +5.7% |
Q4 2019 | $687,000 | -15.8% | 3,550 | -21.7% | 0.05% | -20.9% |
Q3 2019 | $816,000 | +1.0% | 4,534 | +0.6% | 0.07% | 0.0% |
Q2 2019 | $808,000 | +29.5% | 4,508 | +24.4% | 0.07% | +11.7% |
Q1 2019 | $624,000 | +1.6% | 3,623 | -2.6% | 0.06% | -6.2% |
Q4 2018 | $614,000 | -7.3% | 3,718 | -0.5% | 0.06% | +10.3% |
Q3 2018 | $662,000 | +7.6% | 3,738 | -1.2% | 0.06% | +1.8% |
Q2 2018 | $615,000 | +0.2% | 3,783 | -4.4% | 0.06% | -1.7% |
Q1 2018 | $614,000 | -0.8% | 3,958 | -2.3% | 0.06% | +3.6% |
Q4 2017 | $619,000 | +6.5% | 4,053 | 0.0% | 0.06% | -5.1% |
Q3 2017 | $581,000 | -7.0% | 4,053 | -11.3% | 0.06% | -10.6% |
Q2 2017 | $625,000 | +3.0% | 4,568 | -1.0% | 0.07% | +1.5% |
Q1 2017 | $607,000 | +5.0% | 4,613 | -2.8% | 0.06% | 0.0% |
Q4 2016 | $578,000 | 0.0% | 4,748 | 0.0% | 0.06% | -4.4% |
Q3 2016 | $578,000 | -0.2% | 4,748 | -4.4% | 0.07% | -2.9% |
Q2 2016 | $579,000 | -0.2% | 4,968 | -0.7% | 0.07% | -2.8% |
Q1 2016 | $580,000 | +1.2% | 5,003 | +1.2% | 0.07% | 0.0% |
Q4 2015 | $573,000 | -3.4% | 4,945 | -10.1% | 0.07% | -11.1% |
Q3 2015 | $593,000 | -3.4% | 5,500 | +2.0% | 0.08% | +5.2% |
Q2 2015 | $614,000 | 0.0% | 5,390 | 0.0% | 0.08% | 0.0% |
Q1 2015 | $614,000 | +4.8% | 5,390 | +2.7% | 0.08% | +5.5% |
Q4 2014 | $586,000 | -2.0% | 5,250 | -6.1% | 0.07% | -7.6% |
Q3 2014 | $598,000 | +0.5% | 5,594 | -1.1% | 0.08% | +2.6% |
Q2 2014 | $595,000 | +4.4% | 5,659 | -0.9% | 0.08% | +2.7% |
Q1 2014 | $570,000 | 0.0% | 5,709 | -1.1% | 0.08% | -6.2% |
Q4 2013 | $570,000 | +10.5% | 5,774 | 0.0% | 0.08% | -1.2% |
Q3 2013 | $516,000 | +30.3% | 5,774 | +22.4% | 0.08% | +22.7% |
Q2 2013 | $396,000 | – | 4,717 | – | 0.07% | – |
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% |