ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,516 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,467 | +9.7% | 297 | 0.0% | 0.02% | +6.2% |
| Q1 2024 | $25,043 | +18.6% | 297 | +5.7% | 0.02% | 0.0% |
| Q4 2023 | $21,124 | +93.0% | 281 | +65.3% | 0.02% | +77.8% |
| Q3 2023 | $10,947 | +21.6% | 170 | +40.5% | 0.01% | +28.6% |
| Q2 2021 | $9,000 | +12.5% | 121 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $8,000 | 0.0% | 121 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $8,000 | +14.3% | 121 | +303.3% | 0.01% | +16.7% |
| Q3 2020 | $7,000 | +16.7% | 30 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $6,000 | +50.0% | 30 | 0.0% | 0.01% | +40.0% |
| Q1 2020 | $4,000 | -88.2% | 30 | -83.1% | 0.01% | -86.1% |
| Q4 2019 | $34,000 | – | 177 | – | 0.04% | – |
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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% |