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 2022 | $76,000 | -3.8% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $79,000 | +2.6% | 1,316 | +26.1% | 0.02% | -4.0% |
| Q3 2021 | $77,000 | +1.3% | 1,044 | 0.0% | 0.02% | +19.0% |
| Q2 2021 | $76,000 | +11.8% | 1,044 | 0.0% | 0.02% | +10.5% |
| Q1 2021 | $68,000 | +1.5% | 1,044 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $67,000 | +11.7% | 1,044 | +300.0% | 0.02% | +5.3% |
| Q3 2020 | $60,000 | +11.1% | 261 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $54,000 | +80.0% | 261 | +41.8% | 0.02% | +58.3% |
| Q1 2020 | $30,000 | -16.7% | 184 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $36,000 | +800.0% | 184 | +666.7% | 0.01% | +550.0% |
| Q3 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | – | 24 | – | 0.00% | – |
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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% |