ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,338 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $238,077 | +11.4% | 2,573 | -15.2% | 0.14% | -8.8% |
Q2 2023 | $213,747 | -6.9% | 3,033 | -15.6% | 0.15% | -24.1% |
Q1 2023 | $229,540 | -34.3% | 3,593 | -39.9% | 0.20% | -32.8% |
Q4 2022 | $349,578 | -14.5% | 5,976 | -15.5% | 0.29% | -33.3% |
Q3 2022 | $409,000 | -9.1% | 7,071 | -5.3% | 0.44% | +23.9% |
Q2 2022 | $450,000 | -47.9% | 7,464 | -37.3% | 0.35% | -38.9% |
Q3 2021 | $864,000 | -2.0% | 11,895 | -1.9% | 0.57% | +7.1% |
Q2 2021 | $882,000 | -67.1% | 12,120 | -71.2% | 0.54% | -76.0% |
Q4 2020 | $2,684,000 | +17.7% | 42,054 | +282.5% | 2.23% | +6.6% |
Q3 2020 | $2,281,000 | 0.0% | 10,995 | 0.0% | 2.09% | 0.0% |
Q2 2020 | $2,281,000 | -99.9% | 10,995 | +4.8% | 2.09% | +33.6% |
Q1 2020 | $1,706,637,000 | +43.4% | 10,487 | +70.9% | 1.57% | +51.5% |
Q4 2019 | $1,190,362,000 | +179441.8% | 6,136 | -29.4% | 1.03% | +178.7% |
Q1 1987 | $663,000 | – | 8,686 | – | 0.37% | – |
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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% |