ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 982 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,623,000 | -14.8% | 21,950 | 0.0% | 3.46% | -31.9% |
| Q4 2019 | $4,250,000 | +7.5% | 21,950 | 0.0% | 5.08% | +1.6% |
| Q3 2019 | $3,952,000 | -53.1% | 21,950 | -53.3% | 5.00% | -28.4% |
| Q2 2019 | $8,433,000 | +4.0% | 47,050 | 0.0% | 6.98% | +0.7% |
| Q1 2019 | $8,110,000 | +14.4% | 47,050 | 0.0% | 6.93% | +12.2% |
| Q4 2018 | $7,089,000 | – | 47,050 | – | 6.17% | – |
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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% |