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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,671,000 | +11.5% | 11,558 | +0.1% | 2.11% | -7.1% |
| Q2 2020 | $2,395,000 | +24.4% | 11,544 | -1.1% | 2.27% | -5.5% |
| Q1 2020 | $1,926,000 | -16.5% | 11,670 | -2.0% | 2.40% | +12.4% |
| Q4 2019 | $2,307,000 | +8.2% | 11,912 | +0.5% | 2.13% | -4.1% |
| Q3 2019 | $2,133,000 | +0.4% | 11,851 | 0.0% | 2.23% | -0.6% |
| Q2 2019 | $2,124,000 | +0.6% | 11,851 | -3.3% | 2.24% | -6.4% |
| Q1 2019 | $2,111,000 | +11.0% | 12,250 | -3.0% | 2.39% | -4.1% |
| Q4 2018 | $1,902,000 | -17.4% | 12,623 | -2.9% | 2.50% | +7.5% |
| Q3 2018 | $2,304,000 | +8.5% | 13,006 | -0.4% | 2.32% | +0.6% |
| Q2 2018 | $2,123,000 | +10.4% | 13,053 | +5.2% | 2.31% | +17.2% |
| Q1 2018 | $1,923,000 | – | 12,402 | – | 1.97% | – |
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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% |