ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $232,000 | 0.0% | 2,005 | 0.0% | 0.05% | -2.0% |
| Q4 2015 | $232,000 | -3.3% | 2,005 | -10.1% | 0.05% | -14.0% |
| Q3 2015 | $240,000 | -14.9% | 2,230 | -10.1% | 0.06% | +5.6% |
| Q2 2015 | $282,000 | -56.1% | 2,480 | -56.0% | 0.05% | -54.6% |
| Q1 2015 | $642,000 | +1.1% | 5,635 | -1.0% | 0.12% | +2.6% |
| Q4 2014 | $635,000 | -6.5% | 5,690 | -10.5% | 0.12% | -11.5% |
| Q3 2014 | $679,000 | -1.0% | 6,355 | -2.6% | 0.13% | +1.6% |
| Q2 2014 | $686,000 | +1.9% | 6,526 | -3.2% | 0.13% | -2.3% |
| Q1 2014 | $673,000 | – | 6,740 | – | 0.13% | – |
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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% |