ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 706 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,867,000 | -93.3% | 11,312 | -92.1% | 1.52% | -88.1% |
| Q4 2019 | $27,743,000 | -0.1% | 143,273 | -7.1% | 12.82% | -6.9% |
| Q3 2019 | $27,765,000 | +0.9% | 154,227 | +0.4% | 13.78% | -1.6% |
| Q2 2019 | $27,530,000 | +12.1% | 153,591 | +7.8% | 14.01% | +8.8% |
| Q1 2019 | $24,555,000 | +992.3% | 142,460 | +882.6% | 12.87% | +925.5% |
| Q1 2018 | $2,248,000 | +8.1% | 14,499 | +6.6% | 1.26% | +4.7% |
| Q4 2017 | $2,079,000 | -2.7% | 13,607 | -8.6% | 1.20% | -6.5% |
| Q3 2017 | $2,136,000 | -15.3% | 14,894 | -19.2% | 1.28% | -20.3% |
| Q2 2017 | $2,523,000 | -12.2% | 18,435 | -25.7% | 1.61% | -21.1% |
| Q1 2016 | $2,874,000 | +4.0% | 24,801 | +3.9% | 2.04% | -3.0% |
| Q4 2015 | $2,764,000 | – | 23,866 | – | 2.10% | – |
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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% |