ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,093 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $517 | -0.6% | 5,588 | -9.3% | 0.22% | -6.1% |
| Q1 2024 | $520 | +11.3% | 6,162 | -0.9% | 0.23% | -1.7% |
| Q4 2023 | $467 | +8.9% | 6,216 | -1.0% | 0.23% | -2.9% |
| Q3 2023 | $429 | -3.4% | 6,276 | -0.6% | 0.24% | 0.0% |
| Q2 2023 | $444 | -99.9% | 6,313 | +16.7% | 0.24% | -7.3% |
| Q4 2021 | $452,000 | -1.5% | 5,409 | -13.0% | 0.26% | -10.1% |
| Q3 2021 | $459,000 | -4.2% | 6,214 | -17.2% | 0.29% | -20.0% |
| Q4 2020 | $479,000 | – | 7,501 | – | 0.36% | – |
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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% |