ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,516 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $30 | +11.1% | 328 | 0.0% | 0.01% | +11.1% |
| Q1 2024 | $27 | +12.5% | 328 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $24 | +9.1% | 328 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $22 | -4.3% | 328 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23 | +15.0% | 328 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $20 | +5.3% | 328 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $19 | -99.9% | 328 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $18,000 | -5.3% | 328 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -24.0% | 328 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $25,000 | -7.4% | 328 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $27,000 | +12.5% | 328 | 0.0% | 0.01% | +9.1% |
| Q3 2021 | $24,000 | +4.3% | 328 | 0.0% | 0.01% | +10.0% |
| Q2 2021 | $23,000 | +9.5% | 328 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | +5.0% | 328 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $20,000 | +11.1% | 328 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $18,000 | +5.9% | 82 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $17,000 | +30.8% | 82 | 0.0% | 0.01% | +71.4% |
| Q1 2020 | $13,000 | -13.3% | 82 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $15,000 | +7.1% | 82 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $14,000 | 0.0% | 82 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $14,000 | 0.0% | 82 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +16.7% | 82 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $12,000 | -14.3% | 82 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $14,000 | +7.7% | 82 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $13,000 | – | 82 | – | 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% |