ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $389,038 | +14.4% | 4,204 | +4.4% | 0.05% | +6.4% |
| Q1 2024 | $339,955 | +23.3% | 4,026 | +9.7% | 0.05% | +9.3% |
| Q4 2023 | $275,692 | +8.3% | 3,671 | -1.1% | 0.04% | -6.5% |
| Q3 2023 | $254,580 | +1.8% | 3,710 | +4.6% | 0.05% | +4.5% |
| Q2 2023 | $249,993 | -0.9% | 3,547 | -10.1% | 0.04% | -6.4% |
| Q1 2023 | $252,174 | -68.3% | 3,947 | -70.9% | 0.05% | -71.3% |
| Q4 2022 | $794,750 | -25.1% | 13,585 | -26.0% | 0.16% | -32.8% |
| Q3 2022 | $1,061,000 | -3.4% | 18,347 | +0.8% | 0.24% | +5.6% |
| Q2 2022 | $1,098,000 | -39.1% | 18,193 | -22.9% | 0.23% | -28.7% |
| Q1 2022 | $1,802,000 | -7.0% | 23,594 | +1.9% | 0.32% | -4.7% |
| Q4 2021 | $1,938,000 | +44.2% | 23,163 | +27.4% | 0.34% | +4.3% |
| Q3 2021 | $1,344,000 | +9.4% | 18,186 | +8.1% | 0.33% | +4.2% |
| Q2 2021 | $1,228,000 | +11.9% | 16,829 | -0.1% | 0.31% | +3.3% |
| Q1 2021 | $1,097,000 | +16.7% | 16,847 | +14.4% | 0.30% | +11.8% |
| Q4 2020 | $940,000 | +28.9% | 14,732 | +367.2% | 0.27% | +10.6% |
| Q3 2020 | $729,000 | +5.8% | 3,153 | -5.1% | 0.24% | -3.9% |
| Q2 2020 | $689,000 | +20.7% | 3,322 | -4.0% | 0.26% | -1.9% |
| Q1 2020 | $571,000 | -39.3% | 3,462 | -28.7% | 0.26% | -27.8% |
| Q4 2019 | $940,000 | +9.6% | 4,856 | +1.9% | 0.36% | -7.7% |
| Q3 2019 | $858,000 | +8.2% | 4,764 | +12.0% | 0.39% | -16.5% |
| Q2 2019 | $793,000 | +90.6% | 4,255 | +76.5% | 0.47% | +63.3% |
| Q1 2019 | $416,000 | – | 2,411 | – | 0.29% | – |
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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% |