ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $209,140 | -27.5% | 2,260 | -50.0% | 0.00% | 0.0% |
| Q1 2023 | $288,655 | +18.4% | 4,518 | +8.4% | 0.00% | 0.0% |
| Q4 2022 | $243,828 | +1.2% | 4,168 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $241,000 | +19.9% | 4,168 | +24.9% | 0.00% | 0.0% |
| Q2 2022 | $201,000 | -48.9% | 3,338 | -35.1% | 0.00% | 0.0% |
| Q1 2022 | $393,000 | -26.3% | 5,145 | -19.3% | 0.00% | -50.0% |
| Q4 2021 | $533,000 | +6.2% | 6,374 | -6.3% | 0.00% | 0.0% |
| Q3 2021 | $502,000 | +36.0% | 6,799 | +34.0% | 0.00% | +100.0% |
| Q2 2021 | $369,000 | +4.5% | 5,075 | -6.5% | 0.00% | 0.0% |
| Q1 2021 | $353,000 | +11.0% | 5,428 | +8.8% | 0.00% | 0.0% |
| Q4 2020 | $318,000 | +10.4% | 4,988 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $288,000 | +11.2% | 1,247 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $259,000 | +12.1% | 1,247 | +4.4% | 0.00% | 0.0% |
| Q4 2019 | $231,000 | +3.1% | 1,195 | -4.0% | 0.00% | 0.0% |
| Q3 2019 | $224,000 | -16.7% | 1,245 | -17.0% | 0.00% | 0.0% |
| Q2 2019 | $269,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $269,000 | -22.0% | 1,500 | -34.5% | 0.00% | -50.0% |
| Q4 2018 | $345,000 | -15.0% | 2,291 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $406,000 | +16.0% | 2,291 | +6.6% | 0.00% | 0.0% |
| Q2 2018 | $350,000 | +5.1% | 2,150 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $333,000 | -7.0% | 2,150 | -8.3% | 0.00% | -50.0% |
| Q4 2017 | $358,000 | – | 2,345 | – | 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% |