ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 751 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $747,445 | +5.9% | 8,077 | -3.4% | 0.12% | +4.4% |
Q1 2024 | $706,100 | +13.3% | 8,362 | +0.7% | 0.11% | +0.9% |
Q4 2023 | $623,470 | +8.1% | 8,302 | +0.1% | 0.11% | -5.9% |
Q3 2023 | $576,643 | +6.2% | 8,297 | +7.9% | 0.12% | +8.2% |
Q2 2023 | $543,215 | +1.8% | 7,693 | -7.8% | 0.11% | -7.6% |
Q1 2023 | $533,376 | +6.0% | 8,348 | +4.6% | 0.12% | +7.2% |
Q4 2022 | $503,330 | +6.9% | 7,983 | -2.0% | 0.11% | -10.5% |
Q3 2022 | $471,000 | -4.3% | 8,149 | +0.0% | 0.12% | +0.8% |
Q2 2022 | $492,000 | -20.9% | 8,145 | +0.0% | 0.12% | -8.9% |
Q1 2022 | $622,000 | 0.0% | 8,142 | +0.3% | 0.14% | -0.7% |
Q4 2021 | $622,000 | +2.5% | 8,114 | -1.2% | 0.14% | -4.9% |
Q3 2021 | $607,000 | +2.2% | 8,216 | +0.6% | 0.14% | -6.5% |
Q2 2021 | $594,000 | +11.7% | 8,171 | +0.0% | 0.15% | +1.3% |
Q1 2021 | $532,000 | +7.7% | 8,169 | +8.5% | 0.15% | +2.0% |
Q4 2020 | $494,000 | -47.8% | 7,526 | +83.6% | 0.15% | -54.5% |
Q3 2020 | $947,000 | +11.4% | 4,100 | +0.1% | 0.32% | -2.1% |
Q2 2020 | $850,000 | +31.6% | 4,095 | +0.1% | 0.33% | -17.0% |
Q1 2020 | $646,000 | -22.1% | 4,091 | -1.0% | 0.40% | +24.2% |
Q4 2019 | $829,000 | -14.1% | 4,133 | -22.9% | 0.32% | -24.9% |
Q3 2019 | $965,000 | -5.8% | 5,361 | -6.2% | 0.43% | -10.8% |
Q2 2019 | $1,024,000 | -8.9% | 5,713 | -12.4% | 0.48% | -20.9% |
Q1 2019 | $1,124,000 | +13.1% | 6,519 | -1.2% | 0.61% | -6.0% |
Q4 2018 | $994,000 | -4.8% | 6,597 | +11.9% | 0.65% | -5.0% |
Q3 2018 | $1,044,000 | +10.8% | 5,893 | +1.7% | 0.68% | -1.4% |
Q2 2018 | $942,000 | +6.2% | 5,792 | +1.2% | 0.69% | -0.7% |
Q1 2018 | $887,000 | +4.8% | 5,726 | +3.4% | 0.70% | +4.3% |
Q4 2017 | $846,000 | – | 5,537 | – | 0.67% | – |
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% |