ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 554 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,044,499 | +36.0% | 11,287 | +22.5% | 0.12% | +40.5% |
Q1 2024 | $768,088 | +54.9% | 9,213 | +39.5% | 0.08% | +40.0% |
Q4 2023 | $495,810 | +24.4% | 6,602 | +13.4% | 0.06% | +15.4% |
Q3 2023 | $398,410 | +32.0% | 5,823 | +36.0% | 0.05% | +36.8% |
Q2 2023 | $301,725 | +11.8% | 4,281 | +145.5% | 0.04% | -66.4% |
Q1 2018 | $270,000 | -53.3% | 1,744 | -63.3% | 0.11% | -31.5% |
Q4 2016 | $578,000 | – | 4,747 | – | 0.16% | – |
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% |