ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 853 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $44,419 | +9.6% | 480 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $40,531 | +12.4% | 480 | 0.0% | 0.01% | +11.1% |
| Q4 2023 | $36,048 | +9.8% | 480 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $32,842 | -2.9% | 480 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $33,830 | +10.3% | 480 | 0.0% | 0.01% | +11.1% |
| Q1 2023 | $30,667 | +109425.0% | 480 | 0.0% | 0.01% | – |
| Q4 2022 | $28 | -100.0% | 480 | -21.1% | 0.00% | – |
| Q2 2019 | $108,000 | -99.9% | 608 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $91,607,000 | -63.3% | 608 | -77.7% | 0.03% | -57.5% |
| Q3 2018 | $249,464,000 | +150.8% | 2,729 | +348.8% | 0.08% | +128.6% |
| Q2 2018 | $99,451,000 | +8.1% | 608 | 0.0% | 0.04% | -31.4% |
| Q1 2018 | $92,002,000 | -4.1% | 608 | 0.0% | 0.05% | -1.9% |
| Q4 2017 | $95,984,000 | +8.7% | 608 | 0.0% | 0.05% | -1.9% |
| Q3 2017 | $88,324,000 | +5.6% | 608 | 0.0% | 0.05% | -3.6% |
| Q2 2017 | $83,612,000 | +4.8% | 608 | 0.0% | 0.06% | +44.7% |
| Q1 2017 | $79,782,000 | – | 608 | – | 0.04% | – |
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% |