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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,555,200 | +7.3% | 60,030 | -2.1% | 0.44% | +6.1% |
| Q1 2024 | $5,176,992 | +12.3% | 61,310 | -0.1% | 0.41% | +4.3% |
| Q4 2023 | $4,608,196 | +9.1% | 61,361 | -0.6% | 0.39% | +1.6% |
| Q3 2023 | $4,222,246 | -3.0% | 61,710 | -0.0% | 0.39% | +5.4% |
| Q2 2023 | $4,351,027 | +10.1% | 61,734 | -0.2% | 0.37% | +5.5% |
| Q1 2023 | $3,953,463 | +0.5% | 61,879 | -2.7% | 0.35% | +2.1% |
| Q4 2022 | $3,932,860 | +5.3% | 63,597 | -1.5% | 0.34% | -11.4% |
| Q3 2022 | $3,736,000 | -5.3% | 64,597 | -1.2% | 0.38% | 0.0% |
| Q2 2022 | $3,947,000 | -21.7% | 65,406 | -0.9% | 0.38% | -11.9% |
| Q1 2022 | $5,038,000 | -7.8% | 65,967 | +1.1% | 0.44% | -5.6% |
| Q4 2021 | $5,462,000 | +12.3% | 65,280 | -0.8% | 0.46% | +5.5% |
| Q3 2021 | $4,864,000 | +1.6% | 65,819 | 0.0% | 0.44% | -1.1% |
| Q2 2021 | $4,787,000 | +11.7% | 65,819 | +0.0% | 0.44% | +4.7% |
| Q1 2021 | $4,285,000 | +39.4% | 65,815 | +36.7% | 0.42% | -8.6% |
| Q4 2020 | $3,073,000 | -19.5% | 48,156 | +191.5% | 0.46% | +1.8% |
| Q3 2020 | $3,817,000 | -99.9% | 16,521 | +0.0% | 0.46% | +5.1% |
| Q2 2020 | $3,427,939,000 | +124916.0% | 16,520 | -0.6% | 0.43% | +4.1% |
| Q1 2020 | $2,742,000 | -15.6% | 16,619 | -1.0% | 0.42% | -0.7% |
| Q4 2019 | $3,250,000 | +8.7% | 16,786 | 0.0% | 0.42% | +1.7% |
| Q3 2019 | $2,989,000 | -0.6% | 16,786 | 0.0% | 0.41% | -1.9% |
| Q2 2019 | $3,008,000 | 0.0% | 16,786 | -3.8% | 0.42% | -4.8% |
| Q1 2019 | $3,008,000 | – | 17,456 | – | 0.44% | – |
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% |