ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 706 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,972 | +12.0% | 53,729 | +2.2% | 0.49% | +0.4% |
Q1 2024 | $4,441 | +0.4% | 52,596 | -10.7% | 0.48% | -10.7% |
Q4 2023 | $4,422 | +9.8% | 58,901 | +0.4% | 0.54% | -1.8% |
Q3 2023 | $4,027 | +5.0% | 58,660 | +7.7% | 0.55% | +11.7% |
Q2 2023 | $3,837 | +33.1% | 54,448 | +20.7% | 0.50% | +26.6% |
Q1 2023 | $2,882 | -99.9% | 45,113 | -8.8% | 0.39% | -21.0% |
Q4 2021 | $4,139,000 | +148.9% | 49,470 | +119.9% | 0.50% | +107.1% |
Q3 2021 | $1,663,000 | -21.9% | 22,500 | -23.1% | 0.24% | -24.4% |
Q2 2021 | $2,129,000 | +18.2% | 29,276 | +5.8% | 0.32% | -2.2% |
Q1 2021 | $1,801,000 | -6.3% | 27,667 | -8.2% | 0.32% | -23.6% |
Q4 2020 | $1,923,000 | +2.3% | 30,128 | +270.3% | 0.42% | -30.1% |
Q3 2020 | $1,880,000 | -39.2% | 8,137 | -45.4% | 0.60% | -48.4% |
Q2 2020 | $3,093,000 | +127.6% | 14,904 | +81.0% | 1.17% | +62.5% |
Q1 2020 | $1,359,000 | -42.2% | 8,235 | -32.1% | 0.72% | -24.6% |
Q4 2019 | $2,350,000 | +16.2% | 12,136 | +8.0% | 0.96% | -24.2% |
Q3 2019 | $2,023,000 | +2.3% | 11,239 | +1.9% | 1.26% | -0.6% |
Q2 2019 | $1,978,000 | -0.4% | 11,033 | -4.2% | 1.27% | -15.9% |
Q1 2019 | $1,986,000 | +18.5% | 11,521 | +3.6% | 1.51% | -6.5% |
Q4 2018 | $1,676,000 | +0.6% | 11,126 | +18.3% | 1.62% | +30.7% |
Q3 2018 | $1,666,000 | +6.6% | 9,403 | -2.1% | 1.24% | -8.1% |
Q2 2018 | $1,563,000 | +27.1% | 9,609 | +21.2% | 1.35% | +14.4% |
Q1 2018 | $1,230,000 | +34.4% | 7,930 | +32.4% | 1.18% | +23.2% |
Q4 2017 | $915,000 | +50.2% | 5,990 | +41.0% | 0.96% | +25.8% |
Q3 2017 | $609,000 | -8.0% | 4,247 | -12.3% | 0.76% | +266.7% |
Q2 2017 | $662,000 | – | 4,840 | – | 0.21% | – |
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% |