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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,968,000 | +6.8% | 30,824 | -0.7% | 2.74% | -4.3% |
| Q3 2019 | $5,588,000 | -2.7% | 31,038 | -3.1% | 2.86% | -24.5% |
| Q2 2019 | $5,743,000 | +2.8% | 32,041 | -1.1% | 3.79% | -14.1% |
| Q1 2019 | $5,585,000 | +13.1% | 32,403 | -1.2% | 4.41% | +2.8% |
| Q4 2018 | $4,940,000 | -16.5% | 32,785 | -1.8% | 4.29% | +24.2% |
| Q3 2018 | $5,916,000 | +8.5% | 33,394 | -0.4% | 3.46% | -4.6% |
| Q2 2018 | $5,454,000 | +4.4% | 33,542 | -0.4% | 3.62% | -10.0% |
| Q1 2018 | $5,223,000 | -0.1% | 33,687 | -1.5% | 4.02% | +11.7% |
| Q4 2017 | $5,226,000 | – | 34,209 | – | 3.60% | – |
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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% |