ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 828 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $457,333 | +9.6% | 4,942 | 0.0% | 0.04% | +7.9% |
| Q1 2024 | $417,303 | +32.5% | 4,942 | +17.8% | 0.04% | +26.7% |
| Q4 2023 | $315,045 | +9.8% | 4,195 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $287,022 | -2.9% | 4,195 | 0.0% | 0.03% | -18.9% |
| Q2 2023 | $295,664 | +18.2% | 4,195 | -1.9% | 0.04% | +5.7% |
| Q4 2022 | $250,088 | -11.0% | 4,275 | -11.9% | 0.04% | -22.2% |
| Q3 2022 | $281,000 | -4.1% | 4,852 | 0.0% | 0.04% | +4.7% |
| Q2 2022 | $293,000 | -27.8% | 4,852 | 0.0% | 0.04% | -37.7% |
| Q4 2021 | $406,000 | +13.1% | 4,852 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $359,000 | +1.7% | 4,852 | +1274.5% | 0.07% | +3.0% |
| Q2 2021 | $353,000 | +11.7% | 353 | -92.7% | 0.07% | +6.5% |
| Q1 2021 | $316,000 | +1.9% | 4,852 | 0.0% | 0.06% | +8.8% |
| Q4 2020 | $310,000 | +10.7% | 4,852 | +300.0% | 0.06% | -1.7% |
| Q3 2020 | $280,000 | +11.1% | 1,213 | 0.0% | 0.06% | +3.6% |
| Q2 2020 | $252,000 | +26.0% | 1,213 | 0.0% | 0.06% | +12.0% |
| Q1 2020 | $200,000 | -14.9% | 1,213 | 0.0% | 0.05% | -3.8% |
| Q4 2019 | $235,000 | +7.8% | 1,213 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $218,000 | +0.5% | 1,213 | 0.0% | 0.05% | -7.0% |
| Q2 2019 | $217,000 | +3.8% | 1,213 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $209,000 | +14.2% | 1,213 | 0.0% | 0.06% | +1.8% |
| Q4 2018 | $183,000 | +47.6% | 1,213 | +73.0% | 0.06% | +33.3% |
| Q3 2018 | $124,000 | +853.8% | 701 | +776.2% | 0.04% | +740.0% |
| Q2 2018 | $13,000 | – | 80 | – | 0.01% | – |
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% |