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 2022 | $618,000 | -21.1% | 10,248 | +0.0% | 0.31% | -12.2% |
| Q1 2022 | $783,000 | +14.8% | 10,246 | +25.8% | 0.35% | +15.0% |
| Q4 2021 | $682,000 | +18.4% | 8,147 | +4.5% | 0.31% | +1.3% |
| Q3 2021 | $576,000 | +1.6% | 7,796 | +0.0% | 0.30% | -1.3% |
| Q2 2021 | $567,000 | +19.4% | 7,795 | +6.8% | 0.31% | +10.8% |
| Q1 2021 | $475,000 | +7.5% | 7,301 | +5.5% | 0.28% | +2.2% |
| Q4 2020 | $442,000 | +21.1% | 6,922 | +338.4% | 0.27% | +3.8% |
| Q3 2020 | $365,000 | +17.7% | 1,579 | +5.6% | 0.26% | +7.0% |
| Q2 2020 | $310,000 | +33.6% | 1,495 | +6.3% | 0.24% | +11.4% |
| Q1 2020 | $232,000 | -13.1% | 1,407 | +2.2% | 0.22% | -18.3% |
| Q4 2019 | $267,000 | +7.7% | 1,377 | +0.1% | 0.27% | +18.1% |
| Q3 2019 | $248,000 | +10.7% | 1,376 | +10.1% | 0.23% | +2.7% |
| Q2 2019 | $224,000 | -14.2% | 1,250 | -17.5% | 0.22% | -3.9% |
| Q1 2019 | $261,000 | +17.0% | 1,516 | +2.0% | 0.23% | +21.1% |
| Q4 2018 | $223,000 | -16.8% | 1,486 | -1.9% | 0.19% | -17.7% |
| Q3 2018 | $268,000 | +30.7% | 1,515 | +20.2% | 0.23% | +5.5% |
| Q2 2018 | $205,000 | – | 1,260 | – | 0.22% | – |
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% |