ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,093 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $771,691 | +46.4% | 8,339 | +33.6% | 0.46% | +46.0% |
Q1 2024 | $526,990 | +15.4% | 6,241 | +2.7% | 0.31% | +6.8% |
Q4 2023 | $456,533 | +121.6% | 6,079 | +118.3% | 0.29% | +78.7% |
Q3 2021 | $206,000 | -5.9% | 2,785 | -17.1% | 0.16% | -8.4% |
Q1 2021 | $219,000 | +2.3% | 3,359 | 0.0% | 0.18% | -4.3% |
Q4 2020 | $214,000 | – | 3,359 | – | 0.19% | – |
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% |