ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 982 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $18,000 | +20.0% | 89 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $15,000 | -28.6% | 89 | -17.6% | 0.01% | -45.5% |
Q4 2019 | $21,000 | +5.0% | 108 | -0.9% | 0.01% | -8.3% |
Q3 2019 | $20,000 | 0.0% | 109 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $20,000 | -4.8% | 109 | -9.9% | 0.01% | -7.7% |
Q1 2019 | $21,000 | +16.7% | 121 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $18,000 | – | 121 | – | 0.01% | – |
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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% |