ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $671,000 | -14.7% | 4,066 | 0.0% | 0.09% | +11.4% |
Q4 2019 | $787,000 | +7.5% | 4,066 | 0.0% | 0.08% | +6.8% |
Q3 2019 | $732,000 | +0.4% | 4,066 | 0.0% | 0.07% | -1.3% |
Q2 2019 | $729,000 | +2.4% | 4,066 | 0.0% | 0.08% | +2.7% |
Q1 2019 | $712,000 | +18.3% | 4,066 | +1.7% | 0.07% | -31.1% |
Q4 2018 | $602,000 | -15.0% | 3,998 | 0.0% | 0.11% | -3.6% |
Q3 2018 | $708,000 | +8.9% | 3,998 | 0.0% | 0.11% | 0.0% |
Q2 2018 | $650,000 | +4.8% | 3,998 | 0.0% | 0.11% | +2.8% |
Q1 2018 | $620,000 | -4.6% | 3,998 | -6.0% | 0.11% | -3.6% |
Q4 2017 | $650,000 | +8.7% | 4,252 | +1.9% | 0.11% | +2.8% |
Q3 2017 | $598,000 | +4.7% | 4,172 | 0.0% | 0.11% | +4.9% |
Q2 2017 | $571,000 | +4.0% | 4,172 | 0.0% | 0.10% | +4.0% |
Q1 2017 | $549,000 | +8.1% | 4,172 | 0.0% | 0.10% | +4.2% |
Q4 2016 | $508,000 | 0.0% | 4,172 | 0.0% | 0.10% | -2.1% |
Q3 2016 | $508,000 | -8.6% | 4,172 | -12.6% | 0.10% | -10.2% |
Q2 2016 | $556,000 | -2.3% | 4,772 | -2.9% | 0.11% | -5.3% |
Q1 2016 | $569,000 | -0.9% | 4,912 | -0.9% | 0.11% | -3.4% |
Q4 2015 | $574,000 | -13.2% | 4,957 | -18.4% | 0.12% | -17.5% |
Q3 2015 | $661,000 | -6.6% | 6,077 | 0.0% | 0.14% | +0.7% |
Q2 2015 | $708,000 | +1.4% | 6,077 | -0.8% | 0.14% | +4.4% |
Q1 2015 | $698,000 | +2.0% | 6,127 | 0.0% | 0.14% | +1.5% |
Q4 2014 | $684,000 | -10.1% | 6,127 | -14.0% | 0.13% | -15.7% |
Q3 2014 | $761,000 | +0.9% | 7,127 | 0.0% | 0.16% | +1.9% |
Q2 2014 | $754,000 | +5.9% | 7,127 | 0.0% | 0.16% | -0.6% |
Q1 2014 | $712,000 | +1.1% | 7,127 | 0.0% | 0.16% | -0.6% |
Q4 2013 | $704,000 | +10.5% | 7,127 | 0.0% | 0.16% | +1.3% |
Q3 2013 | $637,000 | +6.3% | 7,127 | 0.0% | 0.16% | 0.0% |
Q2 2013 | $599,000 | – | 7,127 | – | 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% |