ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 982 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,623,694 | +3804.3% | 28,352 | +3283.3% | 0.47% | +3060.0% |
| Q4 2023 | $67,200 | +18.8% | 838 | +4.8% | 0.02% | +7.1% |
| Q3 2023 | $56,584 | +0.5% | 800 | 0.0% | 0.01% | +7.7% |
| Q2 2023 | $56,296 | +6.8% | 800 | -1.5% | 0.01% | +8.3% |
| Q1 2023 | $52,707 | +12.6% | 812 | +1.5% | 0.01% | +20.0% |
| Q4 2022 | $46,800 | +1.7% | 800 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $46,000 | -67.8% | 800 | -66.3% | 0.01% | -65.6% |
| Q2 2022 | $143,000 | +134.4% | 2,371 | +196.4% | 0.03% | +166.7% |
| Q1 2022 | $61,000 | -9.0% | 800 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $67,000 | 0.0% | 800 | -11.1% | 0.01% | 0.0% |
| Q3 2021 | $67,000 | +15.5% | 900 | +12.5% | 0.01% | +18.2% |
| Q2 2021 | $58,000 | +11.5% | 800 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $52,000 | -10.3% | 800 | +220.0% | 0.01% | -14.3% |
| Q3 2020 | $58,000 | +11.5% | 250 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $52,000 | +26.8% | 250 | 0.0% | 0.01% | +8.3% |
| Q1 2020 | $41,000 | -14.6% | 250 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $48,000 | – | 250 | – | 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% |