ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,612,397 | +25.2% | 21,470 | +14.1% | 0.57% | +18.5% |
Q3 2023 | $1,287,733 | -20.7% | 18,821 | +74.8% | 0.48% | -55.0% |
Q4 2018 | $1,623,000 | -13.4% | 10,770 | +1.8% | 1.07% | -15.6% |
Q3 2018 | $1,875,000 | +34.2% | 10,581 | +23.2% | 1.26% | +21.9% |
Q2 2018 | $1,397,000 | +5.2% | 8,589 | +0.3% | 1.04% | -4.8% |
Q1 2018 | $1,328,000 | -14.3% | 8,561 | -15.6% | 1.09% | -14.1% |
Q4 2017 | $1,549,000 | +2.2% | 10,139 | -4.0% | 1.27% | -5.2% |
Q3 2017 | $1,515,000 | +62.2% | 10,562 | +54.8% | 1.34% | +66.0% |
Q2 2017 | $934,000 | +52.1% | 6,825 | +46.1% | 0.80% | +38.3% |
Q1 2017 | $614,000 | -1.0% | 4,670 | -8.2% | 0.58% | -8.2% |
Q4 2016 | $620,000 | +14.8% | 5,088 | +14.7% | 0.63% | +11.6% |
Q3 2016 | $540,000 | +18.4% | 4,437 | +13.5% | 0.57% | +14.7% |
Q2 2016 | $456,000 | +0.7% | 3,910 | 0.0% | 0.50% | -1.4% |
Q1 2016 | $453,000 | +14.4% | 3,910 | +14.3% | 0.50% | +13.1% |
Q4 2015 | $396,000 | – | 3,422 | – | 0.44% | – |
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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% |