ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 828 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $213,469 | +6.3% | 2,307 | -3.0% | 0.06% | +3.2% |
| Q1 2024 | $200,780 | -31.7% | 2,378 | -38.2% | 0.06% | -49.6% |
| Q1 2022 | $294,000 | -8.7% | 3,847 | 0.0% | 0.12% | -20.4% |
| Q4 2021 | $322,000 | +13.4% | 3,847 | 0.0% | 0.16% | +11.3% |
| Q3 2021 | $284,000 | +1.4% | 3,847 | 0.0% | 0.14% | -14.5% |
| Q2 2021 | $280,000 | +12.0% | 3,847 | 0.0% | 0.16% | +5.1% |
| Q1 2021 | $250,000 | -25.6% | 3,847 | -27.0% | 0.16% | -33.2% |
| Q4 2020 | $336,000 | -7.2% | 5,269 | +236.0% | 0.24% | -17.3% |
| Q3 2020 | $362,000 | -34.5% | 1,568 | -41.2% | 0.28% | -40.7% |
| Q2 2020 | $553,000 | -4.3% | 2,667 | -23.8% | 0.48% | -18.4% |
| Q1 2020 | $578,000 | -21.1% | 3,500 | -7.5% | 0.59% | -19.0% |
| Q4 2019 | $733,000 | -12.6% | 3,784 | -18.8% | 0.72% | -20.6% |
| Q3 2019 | $839,000 | -10.0% | 4,661 | -10.3% | 0.91% | -9.8% |
| Q2 2019 | $932,000 | -4.6% | 5,197 | -8.3% | 1.01% | -6.2% |
| Q1 2019 | $977,000 | -11.8% | 5,669 | -22.9% | 1.08% | -4.9% |
| Q4 2018 | $1,108,000 | – | 7,352 | – | 1.14% | – |
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% |