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 2024 | $562,945 | +43.7% | 6,083 | +31.1% | 0.08% | +40.4% |
| Q1 2024 | $391,739 | -42.2% | 4,639 | -48.6% | 0.06% | -43.6% |
| Q4 2023 | $677,496 | -68.1% | 9,021 | -71.0% | 0.10% | -71.7% |
| Q3 2023 | $2,126,885 | -7.6% | 31,086 | -4.8% | 0.36% | -5.1% |
| Q2 2023 | $2,301,303 | +15.2% | 32,652 | +4.5% | 0.38% | +7.4% |
| Q1 2023 | $1,996,920 | +9.0% | 31,256 | -0.2% | 0.35% | +3.9% |
| Q4 2022 | $1,832,488 | +9.9% | 31,325 | +9.7% | 0.34% | -4.0% |
| Q3 2022 | $1,667,000 | +1.3% | 28,563 | +7.8% | 0.35% | +5.7% |
| Q2 2022 | $1,645,000 | -11.7% | 26,501 | +6.0% | 0.33% | -3.5% |
| Q1 2022 | $1,863,000 | +2.0% | 25,011 | +10.8% | 0.34% | +1.2% |
| Q4 2021 | $1,827,000 | +10.3% | 22,578 | +0.7% | 0.34% | -5.0% |
| Q3 2021 | $1,657,000 | +3.3% | 22,417 | +1.6% | 0.36% | +3.8% |
| Q2 2021 | $1,604,000 | +5.0% | 22,061 | -5.9% | 0.34% | +0.9% |
| Q1 2021 | $1,527,000 | -1.0% | 23,446 | +0.7% | 0.34% | -4.5% |
| Q4 2020 | $1,543,000 | +15.6% | 23,272 | +308.2% | 0.36% | +1.1% |
| Q3 2020 | $1,335,000 | +10.1% | 5,701 | +1.3% | 0.35% | -0.8% |
| Q2 2020 | $1,213,000 | +33.4% | 5,630 | +8.5% | 0.36% | +10.9% |
| Q1 2020 | $909,000 | 0.0% | 5,189 | +11.8% | 0.32% | +19.7% |
| Q4 2019 | $909,000 | +15.8% | 4,640 | +3.4% | 0.27% | -1.1% |
| Q3 2019 | $785,000 | +3.6% | 4,489 | +6.1% | 0.27% | +1.1% |
| Q2 2019 | $758,000 | +9.7% | 4,231 | +5.6% | 0.27% | +2.7% |
| Q1 2019 | $691,000 | +54.6% | 4,008 | +35.1% | 0.26% | +41.6% |
| Q4 2018 | $447,000 | +14.0% | 2,967 | +34.7% | 0.18% | +17.8% |
| Q3 2018 | $392,000 | +83.2% | 2,203 | +67.5% | 0.16% | +76.4% |
| Q2 2018 | $214,000 | – | 1,315 | – | 0.09% | – |
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% |