ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 828 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $352,022 | +9.6% | 3,804 | 0.0% | 0.01% | +11.1% |
| Q1 2024 | $321,209 | +12.4% | 3,804 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $285,680 | +9.8% | 3,804 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $260,269 | -2.9% | 3,804 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $268,067 | +10.3% | 3,804 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $242,999 | +9.2% | 3,804 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $222,534 | +1.2% | 3,804 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $220,000 | -4.3% | 3,804 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $230,000 | -21.0% | 3,804 | 0.0% | 0.01% | -18.2% |
| Q1 2022 | $291,000 | -8.5% | 3,804 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $318,000 | +13.2% | 3,804 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $281,000 | +140.2% | 3,804 | +459.4% | 0.01% | +33.3% |
| Q1 2019 | $117,000 | +14.7% | 680 | 0.0% | 0.01% | +12.5% |
| Q4 2018 | $102,000 | – | 680 | – | 0.01% | – |
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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% |