ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 982 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,297,000 | -3.4% | 12,756 | -3.9% | 0.10% | -4.9% |
| Q2 2019 | $2,378,000 | +1.9% | 13,267 | -2.0% | 0.10% | +1.0% |
| Q1 2019 | $2,333,000 | +11.2% | 13,537 | -2.8% | 0.10% | +1.0% |
| Q4 2018 | $2,098,000 | -15.4% | 13,923 | -0.6% | 0.10% | -3.8% |
| Q3 2018 | $2,481,000 | +8.4% | 14,005 | -0.5% | 0.10% | +4.0% |
| Q2 2018 | $2,289,000 | +3.6% | 14,079 | -1.2% | 0.10% | -1.0% |
| Q1 2018 | $2,209,000 | -0.7% | 14,246 | -2.2% | 0.10% | -1.9% |
| Q4 2017 | $2,225,000 | +1.7% | 14,566 | -4.5% | 0.10% | -1.0% |
| Q3 2017 | $2,187,000 | +0.8% | 15,247 | -3.8% | 0.10% | -2.8% |
| Q2 2017 | $2,170,000 | -2.5% | 15,853 | -6.3% | 0.11% | -4.5% |
| Q1 2017 | $2,226,000 | +5.2% | 16,921 | -2.6% | 0.11% | +0.9% |
| Q4 2016 | $2,115,000 | -7.1% | 17,368 | -7.2% | 0.11% | -11.9% |
| Q3 2016 | $2,276,000 | +0.5% | 18,707 | -3.7% | 0.13% | -0.8% |
| Q2 2016 | $2,265,000 | +3.7% | 19,430 | +3.1% | 0.13% | +2.4% |
| Q1 2016 | $2,184,000 | -0.4% | 18,842 | -0.4% | 0.12% | -0.8% |
| Q4 2015 | $2,192,000 | +5.3% | 18,925 | -2.0% | 0.12% | -0.8% |
| Q3 2015 | $2,081,000 | -9.0% | 19,303 | -3.9% | 0.13% | -4.5% |
| Q2 2015 | $2,286,000 | -3.1% | 20,081 | -3.0% | 0.13% | -3.6% |
| Q1 2015 | $2,359,000 | +1.9% | 20,701 | -0.2% | 0.14% | -3.5% |
| Q4 2014 | $2,316,000 | +0.7% | 20,750 | -3.7% | 0.14% | -4.7% |
| Q3 2014 | $2,301,000 | -4.0% | 21,537 | -5.4% | 0.15% | -2.6% |
| Q2 2014 | $2,396,000 | +2.3% | 22,775 | -2.9% | 0.15% | -2.5% |
| Q1 2014 | $2,342,000 | -0.6% | 23,459 | -1.7% | 0.16% | -4.3% |
| Q4 2013 | $2,356,000 | +10.8% | 23,854 | +0.3% | 0.16% | -0.6% |
| Q3 2013 | $2,126,000 | +9.8% | 23,786 | +3.2% | 0.16% | +4.4% |
| Q2 2013 | $1,937,000 | – | 23,051 | – | 0.16% | – |
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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% |