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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $202,107 | +53.1% | 2,184 | 0.0% | 0.04% | -4.7% |
Q2 2022 | $132,000 | -29.8% | 2,184 | -11.2% | 0.04% | -25.9% |
Q1 2022 | $188,000 | -8.7% | 2,460 | 0.0% | 0.06% | -33.3% |
Q4 2021 | $206,000 | +13.2% | 2,460 | 0.0% | 0.09% | +4.8% |
Q3 2021 | $182,000 | +1.7% | 2,460 | 0.0% | 0.08% | -3.5% |
Q2 2021 | $179,000 | +11.9% | 2,460 | 0.0% | 0.09% | +6.2% |
Q1 2021 | $160,000 | +1.9% | 2,460 | 0.0% | 0.08% | -18.2% |
Q4 2020 | $157,000 | +10.6% | 2,460 | +300.0% | 0.10% | +5.3% |
Q3 2020 | $142,000 | +10.9% | 615 | 0.0% | 0.09% | -2.1% |
Q2 2020 | $128,000 | +25.5% | 615 | 0.0% | 0.10% | +4.3% |
Q1 2020 | $102,000 | -14.3% | 615 | 0.0% | 0.09% | +5.7% |
Q4 2019 | $119,000 | +7.2% | 615 | 0.0% | 0.09% | +3.6% |
Q3 2019 | $111,000 | +0.9% | 615 | 0.0% | 0.08% | -4.5% |
Q2 2019 | $110,000 | +3.8% | 615 | 0.0% | 0.09% | +6.0% |
Q1 2019 | $106,000 | +14.0% | 615 | 0.0% | 0.08% | +5.1% |
Q4 2018 | $93,000 | -13.9% | 615 | 0.0% | 0.08% | -2.5% |
Q3 2018 | $108,000 | +8.0% | 615 | 0.0% | 0.08% | +5.2% |
Q2 2018 | $100,000 | +5.3% | 615 | 0.0% | 0.08% | +1.3% |
Q1 2018 | $95,000 | +1.1% | 615 | 0.0% | 0.08% | +2.7% |
Q4 2017 | $94,000 | +6.8% | 615 | 0.0% | 0.07% | +2.8% |
Q3 2017 | $88,000 | +4.8% | 615 | 0.0% | 0.07% | +1.4% |
Q2 2017 | $84,000 | +3.7% | 615 | 0.0% | 0.07% | +1.4% |
Q1 2017 | $81,000 | +8.0% | 615 | 0.0% | 0.07% | +2.9% |
Q4 2016 | $75,000 | – | 615 | – | 0.07% | – |
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% |