ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 350 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $363,000 | -99.4% | 2,200 | -99.6% | 0.00% | -97.8% |
| Q4 2016 | $62,953,000 | -5.6% | 516,896 | -5.7% | 0.18% | -13.5% |
| Q3 2016 | $66,717,000 | +5.1% | 548,388 | +0.7% | 0.21% | +4.5% |
| Q2 2016 | $63,477,000 | -2.5% | 544,489 | -3.1% | 0.20% | -2.9% |
| Q1 2016 | $65,111,000 | -3.0% | 561,831 | -3.1% | 0.20% | +5.1% |
| Q4 2015 | $67,123,000 | +6.7% | 579,648 | -0.6% | 0.20% | +0.5% |
| Q3 2015 | $62,887,000 | -10.1% | 583,367 | -5.1% | 0.19% | +12.1% |
| Q2 2015 | $69,988,000 | +168.5% | 614,683 | +168.7% | 0.17% | +179.0% |
| Q1 2015 | $26,068,000 | +162825.0% | 228,765 | +158764.6% | 0.06% | – |
| Q4 2014 | $16,000 | -97.8% | 144 | -97.9% | 0.00% | -100.0% |
| Q3 2014 | $726,000 | -52.6% | 6,797 | -53.3% | 0.00% | -50.0% |
| Q2 2014 | $1,532,000 | -9.8% | 14,569 | -14.4% | 0.00% | -20.0% |
| Q1 2014 | $1,698,000 | -26.4% | 17,013 | -27.2% | 0.01% | -28.6% |
| Q4 2013 | $2,306,000 | -5.7% | 23,354 | -14.6% | 0.01% | -22.2% |
| Q3 2013 | $2,445,000 | -14.4% | 27,355 | -19.5% | 0.01% | -25.0% |
| Q2 2013 | $2,856,000 | – | 33,996 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scottrade Investment Management | 2,624,985 | $345,238,000 | 27.70% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 134,990 | $17,754,000 | 15.39% |
| Tiedemann Wealth Management Holdings, LLC | 25,528 | $3,358,000 | 13.54% |
| Horizon Investments, LLC | 1,516,265 | $199,419,000 | 13.22% |
| Silicon Valley Capital Partners | 139,155 | $18,302,000 | 11.42% |
| Valmark Advisers, Inc. | 3,415,774 | $449,243,000 | 11.02% |
| COURIER CAPITAL LLC | 463,147 | $60,913,000 | 10.72% |
| Commonwealth Financial Services, LLC | 72,730 | $9,544,000 | 10.40% |
| Paragon Wealth Strategies, LLC | 94,908 | $12,482,000 | 10.25% |
| Regal Wealth Group, Inc. | 99,413 | $13,075,000 | 9.98% |