ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 939 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $259,534 | -26.5% | 2,804 | -32.9% | 0.00% | – |
| Q1 2024 | $352,922 | +9.0% | 4,179 | -3.0% | 0.00% | – |
| Q4 2023 | $323,643 | +48.0% | 4,309 | +34.8% | 0.00% | – |
| Q3 2023 | $218,722 | +5.4% | 3,196 | -1.6% | 0.00% | – |
| Q1 2023 | $207,476 | -7.0% | 3,247 | -12.1% | 0.00% | – |
| Q2 2022 | $223,000 | -66.9% | 3,695 | -54.1% | 0.00% | – |
| Q4 2021 | $673,000 | +147.4% | 8,046 | +118.6% | 0.00% | – |
| Q3 2021 | $272,000 | -45.9% | 3,681 | -46.8% | 0.00% | – |
| Q2 2021 | $503,000 | -11.8% | 6,915 | -21.1% | 0.00% | – |
| Q1 2021 | $570,000 | +102.1% | 8,761 | +98.3% | 0.00% | – |
| Q4 2020 | $282,000 | +15.1% | 4,419 | +198.0% | 0.00% | – |
| Q1 2020 | $245,000 | -4.3% | 1,483 | +2.6% | 0.00% | – |
| Q3 2018 | $256,000 | -9.5% | 1,445 | -16.9% | 0.00% | – |
| Q2 2018 | $283,000 | – | 1,739 | – | 0.00% | – |
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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% |