ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 754 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $729,000 | -68.6% | 4,065 | -71.5% | 0.04% | -58.3% |
| Q2 2018 | $2,318,000 | +816.2% | 14,260 | +773.2% | 0.10% | +635.7% |
| Q1 2018 | $253,000 | -60.0% | 1,633 | -60.6% | 0.01% | -58.8% |
| Q4 2017 | $633,000 | -41.4% | 4,146 | -44.9% | 0.03% | -35.8% |
| Q3 2017 | $1,080,000 | +133.8% | 7,529 | +123.0% | 0.05% | -17.2% |
| Q2 2017 | $462,000 | +73.7% | 3,376 | +66.8% | 0.06% | +137.0% |
| Q1 2017 | $266,000 | – | 2,024 | – | 0.03% | – |
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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% |