ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 939 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $93 | -99.9% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2023 | $182,643 | +9.8% | 2,432 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $166,397 | -2.9% | 2,432 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $171,407 | +10.3% | 2,432 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $155,380 | +9.2% | 2,432 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $142,272 | -24.3% | 2,432 | -25.3% | 0.00% | -33.3% |
| Q3 2022 | $188,000 | +27.9% | 3,255 | +33.8% | 0.01% | +20.0% |
| Q2 2022 | $147,000 | -21.0% | 2,432 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $186,000 | -10.1% | 2,432 | -1.8% | 0.01% | -16.7% |
| Q4 2021 | $207,000 | +13.1% | 2,477 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $183,000 | +3.4% | 2,477 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $177,000 | +12.0% | 2,432 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $158,000 | +1.9% | 2,432 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $155,000 | +10.7% | 2,432 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $140,000 | +11.1% | 608 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $126,000 | +26.0% | 608 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $100,000 | -15.3% | 608 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $118,000 | +8.3% | 608 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $109,000 | 0.0% | 608 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $109,000 | +3.8% | 608 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $105,000 | +14.1% | 608 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $92,000 | -14.8% | 608 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $108,000 | +9.1% | 608 | 0.0% | 0.01% | +25.0% |
| Q2 2018 | $99,000 | +5.3% | 608 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $94,000 | +1.1% | 608 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $93,000 | +6.9% | 608 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $87,000 | +4.8% | 608 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $83,000 | +3.8% | 608 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $80,000 | +8.1% | 608 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $74,000 | – | 608 | – | 0.00% | – |
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% |