ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,128 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $439,000 | +3.3% | 6,739 | +1.3% | 0.13% | -10.6% |
Q4 2020 | $425,000 | +10.7% | 6,652 | +300.0% | 0.14% | -1.4% |
Q3 2020 | $384,000 | +11.3% | 1,663 | 0.0% | 0.14% | +0.7% |
Q2 2020 | $345,000 | +31.2% | 1,663 | +4.4% | 0.14% | +7.5% |
Q1 2020 | $263,000 | -15.7% | 1,593 | -1.2% | 0.13% | +5.6% |
Q4 2019 | $312,000 | +9.9% | 1,613 | +2.3% | 0.13% | +7.7% |
Q3 2019 | $284,000 | +0.4% | 1,577 | 0.0% | 0.12% | -1.7% |
Q2 2019 | $283,000 | +5.2% | 1,577 | +1.0% | 0.12% | +10.2% |
Q1 2019 | $269,000 | +26.3% | 1,562 | +10.6% | 0.11% | +22.7% |
Q4 2018 | $213,000 | -3.6% | 1,412 | +3.9% | 0.09% | -2.2% |
Q3 2018 | $221,000 | -4.7% | 1,359 | -4.9% | 0.09% | +2.3% |
Q2 2018 | $232,000 | +41.5% | 1,429 | +35.3% | 0.09% | +44.3% |
Q1 2018 | $164,000 | +228.0% | 1,056 | +224.9% | 0.06% | +238.9% |
Q4 2017 | $50,000 | +6.4% | 325 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $47,000 | +6.8% | 325 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $44,000 | +2.3% | 325 | 0.0% | 0.02% | -5.3% |
Q1 2017 | $43,000 | +7.5% | 325 | 0.0% | 0.02% | +5.6% |
Q4 2016 | $40,000 | 0.0% | 325 | 0.0% | 0.02% | -5.3% |
Q3 2016 | $40,000 | +5.3% | 325 | 0.0% | 0.02% | +5.6% |
Q2 2016 | $38,000 | +2.7% | 325 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $37,000 | 0.0% | 325 | 0.0% | 0.02% | +12.5% |
Q4 2015 | $37,000 | – | 325 | – | 0.02% | – |
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% |