ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,184 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $61,817 | +9.6% | 668 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $56,406 | +12.4% | 668 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $50,167 | +9.8% | 668 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $45,705 | -2.9% | 668 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $47,081 | +10.3% | 668 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $42,679 | +9.2% | 668 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $39,078 | +0.2% | 668 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $39,000 | -2.5% | 668 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $40,000 | -21.6% | 668 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $51,000 | -8.9% | 668 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $56,000 | +14.3% | 668 | 0.0% | 0.02% | +6.7% |
| Q3 2021 | $49,000 | 0.0% | 668 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $49,000 | +14.0% | 668 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $43,000 | 0.0% | 668 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $43,000 | +10.3% | 668 | +300.0% | 0.02% | -5.9% |
| Q3 2020 | $39,000 | +11.4% | 167 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $35,000 | +25.0% | 167 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $28,000 | -12.5% | 167 | 0.0% | 0.02% | +11.8% |
| Q4 2019 | $32,000 | +6.7% | 167 | 0.0% | 0.02% | -10.5% |
| Q3 2019 | $30,000 | 0.0% | 167 | 0.0% | 0.02% | -5.0% |
| Q2 2019 | $30,000 | – | 167 | – | 0.02% | – |
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% |