ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 735 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $9,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 140 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 35 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | -96.8% | 35 | -97.3% | 0.01% | -97.1% |
| Q1 2020 | $220,000 | -13.4% | 1,310 | 0.0% | 0.17% | +12.4% |
| Q4 2019 | $254,000 | +8.5% | 1,310 | +0.8% | 0.15% | -1.3% |
| Q3 2019 | $234,000 | +0.4% | 1,300 | 0.0% | 0.16% | -0.6% |
| Q2 2019 | $233,000 | -0.9% | 1,300 | -4.8% | 0.16% | -10.3% |
| Q1 2019 | $235,000 | +45.1% | 1,365 | +27.0% | 0.17% | +20.8% |
| Q4 2018 | $162,000 | -6.4% | 1,075 | +10.1% | 0.14% | +20.0% |
| Q3 2018 | $173,000 | +8.1% | 976 | -1.0% | 0.12% | 0.0% |
| Q2 2018 | $160,000 | -0.6% | 986 | -5.3% | 0.12% | -5.5% |
| Q1 2018 | $161,000 | -43.9% | 1,041 | -44.7% | 0.13% | -37.7% |
| Q4 2017 | $287,000 | – | 1,881 | – | 0.20% | – |
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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% |