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 | $1,753,362 | +68.5% | 18,947 | +53.8% | 1.06% | +60.0% |
Q1 2024 | $1,040,442 | +87.8% | 12,321 | +67.1% | 0.66% | +31.8% |
Q4 2023 | $553,892 | +15.1% | 7,375 | +5.1% | 0.50% | +8.9% |
Q3 2023 | $481,229 | +140.1% | 7,017 | +146.7% | 0.46% | +149.7% |
Q2 2023 | $200,446 | -99.1% | 2,844 | +660.4% | 0.18% | +560.7% |
Q3 2022 | $21,733,000 | +127.9% | 374 | +228.1% | 0.03% | +211.1% |
Q4 2021 | $9,538,000 | – | 114 | – | 0.01% | – |
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% |