ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,152 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $449,246 | -2.9% | 6,566 | 0.0% | 0.07% | +1.5% |
Q2 2023 | $462,772 | +10.3% | 6,566 | 0.0% | 0.06% | +3.2% |
Q1 2023 | $419,502 | +9.2% | 6,566 | 0.0% | 0.06% | -1.6% |
Q4 2022 | $384,111 | +1.1% | 6,566 | 0.0% | 0.06% | -19.0% |
Q3 2022 | $380,000 | -4.0% | 6,566 | 0.0% | 0.08% | +3.9% |
Q2 2022 | $396,000 | -21.1% | 6,566 | 0.0% | 0.08% | -17.4% |
Q1 2022 | $502,000 | -8.6% | 6,566 | 0.0% | 0.09% | -13.2% |
Q4 2021 | $549,000 | +61.9% | 6,566 | +43.1% | 0.11% | +49.3% |
Q3 2021 | $339,000 | +73.8% | 4,589 | +70.8% | 0.07% | +73.2% |
Q2 2021 | $195,000 | +140.7% | 2,686 | +116.6% | 0.04% | +127.8% |
Q1 2021 | $81,000 | +2.5% | 1,240 | 0.0% | 0.02% | -10.0% |
Q4 2020 | $79,000 | +9.7% | 1,240 | +300.0% | 0.02% | -9.1% |
Q3 2020 | $72,000 | +12.5% | 310 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $64,000 | +25.5% | 310 | 0.0% | 0.02% | +4.8% |
Q1 2020 | $51,000 | -15.0% | 310 | 0.0% | 0.02% | -30.0% |
Q4 2019 | $60,000 | – | 310 | – | 0.03% | – |
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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% |