ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 939 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $593,922 | +9.6% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $541,936 | +12.4% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $481,992 | +9.8% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $439,120 | -2.9% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $452,341 | +10.3% | 6,418 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $410,046 | +9.2% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $375,453 | +1.2% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $371,000 | -4.1% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $387,000 | -38.8% | 6,418 | -22.4% | 0.01% | -33.3% |
| Q1 2022 | $632,000 | -8.7% | 8,274 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $692,000 | +13.1% | 8,274 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $612,000 | +1.7% | 8,274 | 0.0% | 0.01% | +12.5% |
| Q2 2021 | $602,000 | +41.0% | 8,274 | +26.1% | 0.01% | +14.3% |
| Q1 2021 | $427,000 | +1.9% | 6,560 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $419,000 | +89.6% | 6,560 | +586.9% | 0.01% | +75.0% |
| Q3 2020 | $221,000 | -18.1% | 955 | -31.5% | 0.00% | -20.0% |
| Q4 2019 | $270,000 | +7.6% | 1,395 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $251,000 | – | 1,395 | – | 0.01% | – |
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% |