ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,152 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $10,697,801 | +54.0% | 115,602 | +40.5% | 1.76% | +51.2% |
Q1 2024 | $6,945,502 | +67.2% | 82,254 | +48.7% | 1.16% | +102.3% |
Q4 2023 | $4,153,631 | +15.6% | 55,308 | +5.3% | 0.57% | +6.7% |
Q3 2023 | $3,593,829 | +34.3% | 52,526 | +38.4% | 0.54% | +55.5% |
Q2 2023 | $2,675,209 | +137.9% | 37,957 | +115.7% | 0.35% | +133.8% |
Q1 2023 | $1,124,464 | +25.4% | 17,600 | +14.8% | 0.15% | +19.4% |
Q4 2022 | $896,571 | +182.8% | 15,326 | +179.9% | 0.12% | +143.1% |
Q3 2022 | $317,000 | +12.4% | 5,475 | +17.2% | 0.05% | +18.6% |
Q2 2022 | $282,000 | -8.7% | 4,670 | +15.4% | 0.04% | +2.4% |
Q1 2022 | $309,000 | -11.5% | 4,047 | -3.1% | 0.04% | -8.7% |
Q4 2021 | $349,000 | +7.1% | 4,177 | -0.0% | 0.05% | +4.5% |
Q3 2021 | $326,000 | +3.8% | 4,179 | -3.3% | 0.04% | +2.3% |
Q2 2021 | $314,000 | -61.1% | 4,320 | -65.2% | 0.04% | -64.2% |
Q1 2021 | $808,000 | +2.5% | 12,408 | +0.5% | 0.12% | -11.8% |
Q4 2020 | $788,000 | – | 12,347 | – | 0.14% | – |
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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% |