CERTUITY, LLC - ISHARES TR ownership

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
CERTUITY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$232,090
+9.2%
2,508
-0.4%
0.02%
-5.3%
Q1 2024$212,441
-37.3%
2,517
-45.1%
0.02%
-72.1%
Q3 2021$339,000
+0.9%
4,582
-0.7%
0.07%
-12.8%
Q2 2021$336,000
+37.7%
4,616
+266.1%
0.08%
-32.8%
Q4 2019$244,0001,2610.12%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Wilmington Trust Investment Management, LLC 1,317,762$131,484,00026.50%
Sage Advisory Services, Ltd.Co. 1,450,311$144,698,00017.06%
Quantitative Advantage, LLC 642,654$64,163,00015.39%
Simply Money Advisors 935,899$93,440,00014.52%
FIRST HAWAIIAN BANK 627,875$62,688,00010.98%
Live Your Vision, LLC 202,572$20,225,00010.68%
Valmark Advisers, Inc. 4,140,992$413,437,00010.63%
LVZ, Inc. 132,407$12,669,00010.14%
SG Select LLC 6,068$606,0009.90%
TIEDEMANN TRUST CO 906,241$90,462,0009.81%
View complete list of ISHARES TR shareholders