ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 939 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,137 | +9.6% | 304 | 0.0% | 0.03% | +7.1% |
| Q1 2024 | $25,661 | +50.1% | 304 | +33.3% | 0.03% | +40.0% |
| Q4 2023 | $17,100 | +10.3% | 228 | +0.4% | 0.02% | -4.8% |
| Q3 2023 | $15,498 | -2.9% | 227 | 0.0% | 0.02% | -16.0% |
| Q2 2023 | $15,965 | +10.5% | 227 | +0.4% | 0.02% | +8.7% |
| Q1 2023 | $14,446 | +9.5% | 226 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $13,193 | +1.5% | 226 | +0.4% | 0.02% | -4.2% |
| Q3 2022 | $13,000 | -7.1% | 225 | 0.0% | 0.02% | +4.3% |
| Q2 2022 | $14,000 | -17.6% | 225 | +0.4% | 0.02% | -4.2% |
| Q1 2022 | $17,000 | -5.6% | 224 | +6.2% | 0.02% | +4.3% |
| Q4 2021 | $18,000 | -47.1% | 211 | -53.8% | 0.02% | -47.7% |
| Q3 2021 | $34,000 | +3.0% | 457 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $33,000 | -25.0% | 457 | -32.0% | 0.04% | -30.2% |
| Q1 2021 | $44,000 | +2.3% | 672 | -0.1% | 0.06% | -1.6% |
| Q4 2020 | $43,000 | +10.3% | 673 | +300.6% | 0.06% | -4.5% |
| Q3 2020 | $39,000 | +21.9% | 168 | +7.7% | 0.07% | -1.5% |
| Q2 2020 | $32,000 | +18.5% | 156 | -3.7% | 0.07% | +17.2% |
| Q1 2020 | $27,000 | +107.7% | 162 | +134.8% | 0.06% | +114.8% |
| Q4 2019 | $13,000 | +85.7% | 69 | +72.5% | 0.03% | +80.0% |
| Q3 2019 | $7,000 | 0.0% | 40 | 0.0% | 0.02% | -16.7% |
| Q2 2019 | $7,000 | 0.0% | 40 | 0.0% | 0.02% | +5.9% |
| Q1 2019 | $7,000 | +16.7% | 40 | 0.0% | 0.02% | -10.5% |
| Q4 2018 | $6,000 | -14.3% | 40 | 0.0% | 0.02% | -13.6% |
| Q3 2018 | $7,000 | 0.0% | 40 | 0.0% | 0.02% | -8.3% |
| Q2 2018 | $7,000 | +16.7% | 40 | 0.0% | 0.02% | +14.3% |
| Q1 2018 | $6,000 | 0.0% | 40 | 0.0% | 0.02% | -25.0% |
| Q4 2017 | $6,000 | 0.0% | 40 | 0.0% | 0.03% | -6.7% |
| Q3 2017 | $6,000 | +20.0% | 40 | 0.0% | 0.03% | +11.1% |
| Q2 2017 | $5,000 | 0.0% | 40 | 0.0% | 0.03% | -6.9% |
| Q1 2017 | $5,000 | 0.0% | 40 | 0.0% | 0.03% | +7.4% |
| Q4 2016 | $5,000 | -66.7% | 40 | -68.3% | 0.03% | -59.7% |
| Q3 2016 | $15,000 | – | 126 | – | 0.07% | – |
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% |