ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 735 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,347,419 | +2.0% | 14,560 | -6.9% | 0.03% | -3.6% |
Q1 2024 | $1,320,894 | +3.4% | 15,643 | -8.1% | 0.03% | -6.7% |
Q4 2023 | $1,277,864 | +9.3% | 17,016 | -0.4% | 0.03% | 0.0% |
Q3 2023 | $1,168,776 | -0.3% | 17,082 | +2.7% | 0.03% | 0.0% |
Q2 2023 | $1,171,827 | +25.0% | 16,626 | +13.3% | 0.03% | +15.4% |
Q1 2023 | $937,418 | +8.8% | 14,672 | -0.4% | 0.03% | +4.0% |
Q4 2022 | $861,844 | +13.8% | 14,732 | +12.6% | 0.02% | -3.8% |
Q3 2022 | $757,000 | -5.3% | 13,088 | -1.1% | 0.03% | -3.7% |
Q2 2022 | $799,000 | -37.4% | 13,233 | -20.8% | 0.03% | -28.9% |
Q1 2022 | $1,276,000 | +32.5% | 16,705 | +45.1% | 0.04% | +26.7% |
Q4 2021 | $963,000 | +2.2% | 11,509 | -9.7% | 0.03% | -9.1% |
Q3 2021 | $942,000 | -3.6% | 12,742 | -5.1% | 0.03% | -15.4% |
Q2 2021 | $977,000 | +18.9% | 13,433 | +6.4% | 0.04% | +8.3% |
Q1 2021 | $822,000 | -2.1% | 12,629 | -4.0% | 0.04% | -10.0% |
Q4 2020 | $840,000 | +17.6% | 13,161 | +325.9% | 0.04% | +5.3% |
Q3 2020 | $714,000 | +12.4% | 3,090 | +1.0% | 0.04% | 0.0% |
Q2 2020 | $635,000 | -3.1% | 3,060 | -22.8% | 0.04% | -33.3% |
Q1 2020 | $655,000 | -18.4% | 3,966 | -4.4% | 0.06% | -3.4% |
Q4 2019 | $803,000 | +9.3% | 4,147 | +1.5% | 0.06% | -1.7% |
Q3 2019 | $735,000 | +9.5% | 4,085 | +9.1% | 0.06% | +3.4% |
Q2 2019 | $671,000 | +4.2% | 3,743 | +0.1% | 0.06% | +5.5% |
Q1 2019 | $644,000 | +14.4% | 3,739 | 0.0% | 0.06% | +5.8% |
Q4 2018 | $563,000 | -15.0% | 3,739 | 0.0% | 0.05% | -22.4% |
Q3 2018 | $662,000 | +11.1% | 3,739 | +2.0% | 0.07% | +1.5% |
Q2 2018 | $596,000 | +355.0% | 3,666 | +334.9% | 0.07% | +340.0% |
Q1 2018 | $131,000 | -20.6% | 843 | -37.8% | 0.02% | -37.5% |
Q3 2016 | $165,000 | +5.1% | 1,355 | +0.8% | 0.02% | +4.3% |
Q2 2016 | $157,000 | +41.4% | 1,344 | +40.0% | 0.02% | +21.1% |
Q1 2016 | $111,000 | +24.7% | 960 | +25.5% | 0.02% | +11.8% |
Q4 2015 | $89,000 | +8.5% | 765 | 0.0% | 0.02% | -10.5% |
Q3 2015 | $82,000 | -5.7% | 765 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $87,000 | 0.0% | 765 | 0.0% | 0.02% | -9.5% |
Q1 2015 | $87,000 | +8600.0% | 765 | +7550.0% | 0.02% | – |
Q3 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
Q2 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
Q1 2014 | $1,000 | -90.9% | 10 | -91.0% | 0.00% | -100.0% |
Q4 2013 | $11,000 | +1000.0% | 111 | +1010.0% | 0.00% | – |
Q3 2013 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | -100.0% |
Q2 2013 | $1,000 | – | 10 | – | 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% |