ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,111 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,057,046 | +6.5% | 43,841 | -2.8% | 0.01% | -56.7% |
| Q1 2024 | $3,807,737 | +5.4% | 45,094 | -6.2% | 0.03% | 0.0% |
| Q4 2023 | $3,611,935 | +8.4% | 48,095 | -1.3% | 0.03% | -3.2% |
| Q3 2023 | $3,332,943 | -6.2% | 48,713 | -3.3% | 0.03% | 0.0% |
| Q2 2023 | $3,551,628 | +8.2% | 50,392 | -1.9% | 0.03% | 0.0% |
| Q1 2023 | $3,283,307 | +41.5% | 51,390 | +29.6% | 0.03% | +34.8% |
| Q4 2022 | $2,320,142 | -0.2% | 39,647 | -1.3% | 0.02% | -14.8% |
| Q3 2022 | $2,324,000 | +15393.3% | 40,180 | +19217.3% | 0.03% | – |
| Q3 2021 | $15,000 | -90.6% | 208 | -91.7% | 0.00% | -100.0% |
| Q4 2020 | $160,000 | – | 2,504 | – | 0.00% | – |
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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% |