ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,284 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $292,241 | +9.6% | 3,158 | 0.0% | 0.07% | +11.3% |
Q1 2024 | $266,662 | +8.0% | 3,158 | -4.0% | 0.06% | -1.6% |
Q4 2023 | $246,929 | +6.1% | 3,288 | -9.8% | 0.06% | -6.0% |
Q3 2023 | $232,696 | -2.9% | 3,644 | +7.1% | 0.07% | -5.6% |
Q2 2023 | $239,702 | +10.3% | 3,401 | 0.0% | 0.07% | +1.4% |
Q1 2023 | $217,290 | -44.9% | 3,401 | -49.5% | 0.07% | -49.6% |
Q4 2022 | $394,161 | +1.3% | 6,738 | +0.3% | 0.14% | -7.3% |
Q3 2022 | $389,000 | +8.1% | 6,721 | +12.6% | 0.15% | +6.4% |
Q2 2022 | $360,000 | -16.5% | 5,971 | +5.8% | 0.14% | -9.6% |
Q1 2022 | $431,000 | -7.1% | 5,644 | +1.7% | 0.16% | -18.3% |
Q4 2021 | $464,000 | +13.2% | 5,550 | +0.2% | 0.19% | -2.6% |
Q3 2021 | $410,000 | +9.0% | 5,541 | +7.1% | 0.20% | +6.5% |
Q2 2021 | $376,000 | +22.1% | 5,172 | +9.5% | 0.18% | +10.8% |
Q1 2021 | $308,000 | +2.3% | 4,723 | 0.0% | 0.17% | -7.3% |
Q4 2020 | $301,000 | -33.7% | 4,723 | +140.1% | 0.18% | -42.8% |
Q3 2020 | $454,000 | -0.7% | 1,967 | -10.8% | 0.31% | -41.1% |
Q2 2020 | $457,000 | +25.9% | 2,205 | +0.2% | 0.53% | -6.5% |
Q1 2020 | $363,000 | -27.8% | 2,201 | -15.3% | 0.57% | +27.9% |
Q4 2019 | $503,000 | -1.6% | 2,600 | -8.5% | 0.44% | -12.6% |
Q3 2019 | $511,000 | +0.4% | 2,841 | 0.0% | 0.51% | +7.2% |
Q2 2019 | $509,000 | +9.2% | 2,841 | +5.1% | 0.47% | +45.0% |
Q1 2019 | $466,000 | +14.5% | 2,704 | 0.0% | 0.33% | +1.6% |
Q4 2018 | $407,000 | -15.0% | 2,704 | 0.0% | 0.32% | -5.3% |
Q3 2018 | $479,000 | +8.9% | 2,704 | 0.0% | 0.34% | -36.0% |
Q2 2018 | $440,000 | +52.8% | 2,704 | +45.5% | 0.53% | +136.0% |
Q1 2018 | $288,000 | +21.5% | 1,859 | +19.8% | 0.22% | +9.8% |
Q4 2017 | $237,000 | – | 1,552 | – | 0.20% | – |
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% |