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 | $80,927,618 | +6.2% | 874,515 | -3.1% | 13.12% | +6.2% |
| Q1 2024 | $76,223,819 | +18.6% | 902,698 | +5.5% | 12.36% | +10.0% |
| Q4 2023 | $64,243,469 | +3212073.4% | 855,439 | +4277095.0% | 11.24% | +561850.0% |
| Q1 2022 | $2,000 | -71.4% | 20 | -77.5% | 0.00% | -66.7% |
| Q4 2021 | $7,000 | +16.7% | 89 | -7.3% | 0.01% | +20.0% |
| Q4 2020 | $6,000 | 0.0% | 96 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $6,000 | – | 24 | – | 0.01% | – |
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% |