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 | $1,850,615 | +8.8% | 19,998 | -0.7% | 0.66% | +13.1% |
| Q1 2024 | $1,700,706 | +13.8% | 20,141 | +1.2% | 0.58% | -4.4% |
| Q4 2023 | $1,494,039 | +8.8% | 19,894 | -0.8% | 0.61% | +10.8% |
| Q3 2023 | $1,372,779 | -5.1% | 20,064 | -2.3% | 0.55% | -9.7% |
| Q2 2023 | $1,447,095 | +8.6% | 20,532 | -1.5% | 0.61% | +11.2% |
| Q1 2023 | $1,332,426 | +9.2% | 20,855 | 0.0% | 0.55% | +11.9% |
| Q4 2022 | $1,220,018 | -1.3% | 20,855 | -2.4% | 0.49% | -28.4% |
| Q3 2022 | $1,236,312 | -4.9% | 21,371 | -0.8% | 0.68% | -5.8% |
| Q2 2022 | $1,300,180 | -24.4% | 21,544 | -4.3% | 0.72% | -4.7% |
| Q1 2022 | $1,718,779 | -8.0% | 22,503 | +0.8% | 0.76% | +7.3% |
| Q4 2021 | $1,867,849 | – | 22,324 | – | 0.71% | – |
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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% |