ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,003 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,216 | +27.5% | 23,955 | +16.3% | 0.00% | 0.0% |
| Q1 2024 | $1,738 | -99.8% | 20,592 | +61.3% | 0.00% | 0.0% |
| Q3 2022 | $738,000 | +7.7% | 12,765 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $685,000 | -56.8% | 11,360 | -45.3% | 0.00% | 0.0% |
| Q1 2022 | $1,585,000 | -29.4% | 20,759 | -22.6% | 0.00% | -50.0% |
| Q4 2021 | $2,245,000 | -5.7% | 26,837 | +160.6% | 0.00% | -33.3% |
| Q3 2020 | $2,380,000 | +87.7% | 10,300 | +11.1% | 0.00% | -94.5% |
| Q2 2017 | $1,268,000 | +8353.3% | 9,271 | +6716.9% | 0.06% | +5400.0% |
| Q2 2016 | $15,000 | -83.3% | 136 | -82.5% | 0.00% | -85.7% |
| Q1 2016 | $90,000 | -35.7% | 778 | -40.2% | 0.01% | -30.0% |
| Q3 2015 | $140,000 | +2233.3% | 1,302 | +2184.2% | 0.01% | +900.0% |
| Q2 2015 | $6,000 | -98.5% | 57 | -98.4% | 0.00% | -97.8% |
| Q1 2015 | $397,000 | +18.5% | 3,485 | +16.2% | 0.05% | +12.2% |
| Q4 2014 | $335,000 | – | 3,000 | – | 0.04% | – |
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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% |