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 | $28,317 | +9.6% | 306 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $25,839 | +12.4% | 306 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $22,981 | +9.8% | 306 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $20,937 | -2.9% | 306 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $21,567 | +10.3% | 306 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $19,550 | +9.2% | 306 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $17,901 | -0.6% | 306 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $18,000 | 0.0% | 306 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $18,000 | -21.7% | 306 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $23,000 | -11.5% | 306 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | +4.0% | 306 | -8.4% | 0.01% | 0.0% |
| Q3 2021 | $25,000 | -13.8% | 334 | -16.5% | 0.01% | -22.2% |
| Q2 2021 | $29,000 | +11.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | 0.0% | 400 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $26,000 | +13.0% | 400 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | +9.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +23.5% | 100 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $17,000 | -10.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $19,000 | +5.6% | 100 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $18,000 | +5.9% | 100 | 0.0% | 0.01% | +11.1% |
| Q2 2019 | $17,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 100 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $15,000 | -57.1% | 100 | -49.7% | 0.01% | -50.0% |
| Q3 2018 | $35,000 | +66.7% | 199 | +50.8% | 0.02% | +53.8% |
| Q2 2018 | $21,000 | +5.0% | 132 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $20,000 | 0.0% | 132 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $20,000 | – | 132 | – | 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% |