ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 872 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $51,430,879 | +164.4% | 555,769 | +141.3% | 0.70% | +149.3% |
| Q1 2024 | $19,451,745 | +13.7% | 230,322 | +1.1% | 0.28% | +0.7% |
| Q4 2023 | $17,113,728 | +67.4% | 227,879 | +52.5% | 0.28% | +55.6% |
| Q3 2023 | $10,222,043 | +58.7% | 149,401 | +63.5% | 0.18% | +63.6% |
| Q2 2023 | $6,439,409 | +152239.9% | 91,365 | +38.1% | 0.11% | +26.4% |
| Q1 2023 | $4,227 | +57.8% | 66,162 | +44.5% | 0.09% | +19.2% |
| Q4 2022 | $2,678 | -99.9% | 45,783 | -32.2% | 0.07% | -41.6% |
| Q3 2022 | $3,906,000 | +0.1% | 67,515 | +4.4% | 0.12% | +3.3% |
| Q2 2022 | $3,902,000 | -13.1% | 64,661 | +10.0% | 0.12% | -11.7% |
| Q1 2022 | $4,490,000 | +0.7% | 58,788 | +10.3% | 0.14% | +3.0% |
| Q4 2021 | $4,458,000 | +3.5% | 53,280 | -8.6% | 0.13% | -5.0% |
| Q3 2021 | $4,308,000 | -12.1% | 58,284 | -13.5% | 0.14% | -19.5% |
| Q2 2021 | $4,901,000 | +7.3% | 67,380 | -3.9% | 0.17% | -7.0% |
| Q1 2021 | $4,567,000 | +3.0% | 70,136 | +1.0% | 0.19% | -11.0% |
| Q4 2020 | $4,432,000 | +103.9% | 69,441 | +638.2% | 0.21% | +56.7% |
| Q3 2020 | $2,174,000 | -0.4% | 9,407 | -10.6% | 0.13% | -14.6% |
| Q2 2020 | $2,183,000 | -24.6% | 10,519 | -40.0% | 0.16% | -41.2% |
| Q1 2020 | $2,894,000 | -62.3% | 17,534 | -55.7% | 0.27% | -58.7% |
| Q4 2019 | $7,672,000 | +710.1% | 39,620 | +652.9% | 0.65% | +504.7% |
| Q3 2019 | $947,000 | +2.9% | 5,262 | -5.1% | 0.11% | -11.6% |
| Q2 2019 | $920,000 | -17.5% | 5,545 | -14.3% | 0.12% | -36.0% |
| Q1 2019 | $1,115,000 | -10.1% | 6,469 | -21.4% | 0.19% | -43.9% |
| Q4 2018 | $1,240,000 | +15.9% | 8,232 | +36.7% | 0.34% | +4.3% |
| Q3 2018 | $1,070,000 | -0.7% | 6,020 | -8.7% | 0.32% | -12.2% |
| Q2 2018 | $1,078,000 | +14.6% | 6,593 | +6.0% | 0.37% | -2.4% |
| Q1 2018 | $941,000 | -10.5% | 6,221 | -6.5% | 0.38% | -16.2% |
| Q4 2017 | $1,051,000 | – | 6,653 | – | 0.45% | – |
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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% |