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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $329,000 | +13.4% | 3,928 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $290,000 | +1.4% | 3,928 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $286,000 | +11.7% | 3,928 | 0.0% | 0.04% | -8.7% |
| Q1 2021 | $256,000 | +2.0% | 3,928 | 0.0% | 0.05% | -11.5% |
| Q4 2020 | $251,000 | +10.6% | 3,928 | +300.0% | 0.05% | -7.1% |
| Q3 2020 | $227,000 | -15.3% | 982 | -24.0% | 0.06% | -24.3% |
| Q2 2020 | $268,000 | +25.8% | 1,292 | 0.0% | 0.07% | +5.7% |
| Q1 2020 | $213,000 | -56.0% | 1,292 | -48.4% | 0.07% | -45.3% |
| Q4 2019 | $484,000 | +7.6% | 2,502 | 0.0% | 0.13% | -2.3% |
| Q3 2019 | $450,000 | +0.4% | 2,502 | 0.0% | 0.13% | -7.7% |
| Q2 2019 | $448,000 | +3.9% | 2,502 | 0.0% | 0.14% | -7.2% |
| Q1 2019 | $431,000 | +191.2% | 2,502 | +154.8% | 0.15% | +115.5% |
| Q4 2018 | $148,000 | -2.6% | 982 | 0.0% | 0.07% | +16.4% |
| Q1 2018 | $152,000 | +35.7% | 982 | -2.6% | 0.06% | -25.6% |
| Q4 2014 | $112,000 | – | 1,008 | – | 0.08% | – |
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% |