ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 751 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $240,511 | -17.2% | 2,599 | -24.5% | 0.02% | -17.9% |
| Q1 2024 | $290,642 | +664.8% | 3,442 | +1276.8% | 0.03% | +460.0% |
| Q4 2018 | $38,000 | -13.6% | 250 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $44,000 | +7.3% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $41,000 | +5.1% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $39,000 | +2.6% | 250 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $38,000 | +5.6% | 250 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $36,000 | -20.0% | 250 | -24.2% | 0.01% | -16.7% |
| Q2 2017 | $45,000 | 0.0% | 330 | -2.9% | 0.01% | -14.3% |
| Q1 2017 | $45,000 | – | 340 | – | 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% |