ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 828 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $319,415 | +3.6% | 4,532 | -6.1% | 0.26% | +4.5% |
| Q1 2023 | $308,399 | +102018.9% | 4,827 | -6.6% | 0.25% | +8.8% |
| Q4 2022 | $302 | -99.9% | 5,169 | -12.3% | 0.23% | -14.4% |
| Q3 2022 | $341,000 | -10.3% | 5,892 | -6.4% | 0.26% | +1.9% |
| Q2 2022 | $380,000 | -29.1% | 6,293 | -10.4% | 0.26% | -20.1% |
| Q1 2022 | $536,000 | -9.8% | 7,023 | -1.2% | 0.32% | -9.7% |
| Q4 2021 | $594,000 | +6.8% | 7,105 | -5.6% | 0.36% | -3.8% |
| Q3 2021 | $556,000 | -0.7% | 7,523 | -2.4% | 0.37% | -2.4% |
| Q2 2021 | $560,000 | +7.9% | 7,705 | -3.3% | 0.38% | -3.5% |
| Q1 2021 | $519,000 | +2.6% | 7,970 | +0.6% | 0.40% | -9.0% |
| Q4 2020 | $506,000 | +7.9% | 7,926 | +290.3% | 0.44% | -2.7% |
| Q3 2020 | $469,000 | -1.1% | 2,031 | -11.0% | 0.45% | -12.7% |
| Q2 2020 | $474,000 | +61.2% | 2,283 | +28.1% | 0.51% | +38.0% |
| Q1 2020 | $294,000 | -25.8% | 1,782 | -12.9% | 0.37% | -5.4% |
| Q4 2019 | $396,000 | +5.3% | 2,045 | -2.2% | 0.39% | +8.9% |
| Q3 2019 | $376,000 | -0.8% | 2,090 | 0.0% | 0.36% | +1.4% |
| Q2 2019 | $379,000 | -0.5% | 2,090 | -5.4% | 0.36% | -2.5% |
| Q1 2019 | $381,000 | +4.4% | 2,209 | -2.2% | 0.36% | +2.0% |
| Q4 2018 | $365,000 | – | 2,258 | – | 0.36% | – |
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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% |