ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 614 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,929,698 | +16.0% | 20,853 | +5.8% | 0.15% | +9.6% |
| Q1 2024 | $1,664,174 | +9.4% | 19,708 | -2.7% | 0.14% | +3.1% |
| Q4 2023 | $1,521,458 | +11.9% | 20,259 | +1.9% | 0.13% | +2.3% |
| Q3 2023 | $1,359,619 | -3.5% | 19,873 | -0.6% | 0.13% | +1.6% |
| Q2 2023 | $1,408,611 | +25.9% | 19,986 | +14.1% | 0.13% | +14.5% |
| Q1 2023 | $1,119,195 | -1.8% | 17,518 | -11.1% | 0.11% | -13.4% |
| Q3 2022 | $1,140,000 | -1.4% | 19,708 | +2.9% | 0.13% | -0.8% |
| Q2 2022 | $1,156,000 | -23.8% | 19,154 | -3.6% | 0.13% | -13.5% |
| Q1 2022 | $1,518,000 | -7.8% | 19,876 | +0.8% | 0.15% | -5.7% |
| Q4 2021 | $1,646,000 | +27.7% | 19,721 | +13.1% | 0.16% | +14.6% |
| Q3 2021 | $1,289,000 | +4.4% | 17,440 | +2.7% | 0.14% | +5.4% |
| Q2 2021 | $1,235,000 | +24.4% | 16,981 | +11.3% | 0.13% | +11.1% |
| Q1 2021 | $993,000 | -1.5% | 15,256 | -3.4% | 0.12% | -7.9% |
| Q4 2020 | $1,008,000 | +18.9% | 15,796 | +330.6% | 0.13% | +0.8% |
| Q3 2020 | $848,000 | +9.8% | 3,668 | -1.4% | 0.13% | +0.8% |
| Q2 2020 | $772,000 | +22.7% | 3,719 | -2.4% | 0.12% | +3.3% |
| Q1 2020 | $629,000 | -35.5% | 3,811 | -24.3% | 0.12% | -23.4% |
| Q4 2019 | $975,000 | -13.5% | 5,033 | -19.6% | 0.16% | -20.6% |
| Q3 2019 | $1,127,000 | -18.9% | 6,261 | -19.3% | 0.20% | -20.1% |
| Q2 2019 | $1,389,000 | -48.1% | 7,761 | -28.6% | 0.25% | -23.4% |
| Q1 2019 | $2,675,000 | +11.0% | 10,875 | -31.9% | 0.32% | -36.9% |
| Q4 2018 | $2,410,000 | -74.4% | 15,974 | -98.8% | 0.52% | +336.4% |
| Q3 2018 | $9,405,000 | -14.5% | 1,366,303 | -24.1% | 0.12% | -4.8% |
| Q2 2018 | $10,998,000 | +697.5% | 1,799,052 | +19626.4% | 0.12% | -52.9% |
| Q1 2018 | $1,379,000 | +144.9% | 9,120 | +156.4% | 0.26% | +148.1% |
| Q4 2017 | $563,000 | -58.8% | 3,557 | -62.2% | 0.11% | -62.5% |
| Q3 2017 | $1,365,000 | +182.6% | 9,405 | +166.9% | 0.28% | +162.0% |
| Q2 2017 | $483,000 | +32.7% | 3,524 | +25.4% | 0.11% | +20.0% |
| Q1 2017 | $364,000 | -95.1% | 2,810 | -92.7% | 0.09% | -98.4% |
| Q1 2016 | $7,485,000 | – | 38,730 | – | 5.68% | – |
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% |