ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,338 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $38,605 | +109.7% | 417 | +91.3% | 0.01% | +100.0% |
| Q1 2024 | $18,410 | -56.2% | 218 | -61.1% | 0.00% | -62.5% |
| Q4 2023 | $42,056 | -4.9% | 560 | -13.3% | 0.01% | 0.0% |
| Q3 2023 | $44,200 | +12.4% | 646 | +15.8% | 0.01% | +14.3% |
| Q2 2023 | $39,328 | +10.3% | 558 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $35,650 | -37.5% | 558 | -43.2% | 0.01% | -50.0% |
| Q3 2022 | $57,000 | +29.5% | 982 | +33.8% | 0.01% | +27.3% |
| Q2 2022 | $44,000 | -21.4% | 734 | 0.0% | 0.01% | -15.4% |
| Q1 2022 | $56,000 | -28.2% | 734 | -21.1% | 0.01% | -23.5% |
| Q4 2021 | $78,000 | -10.3% | 930 | -21.2% | 0.02% | -22.7% |
| Q3 2021 | $87,000 | +1.2% | 1,180 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $86,000 | +13.2% | 1,180 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $76,000 | – | 1,180 | – | 0.02% | – |
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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% |