ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 325 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $13,348,000 | +86.7% | 109,592 | +86.5% | 0.43% | +77.1% |
| Q3 2016 | $7,150,000 | +4.1% | 58,770 | -0.3% | 0.24% | -0.8% |
| Q2 2016 | $6,870,000 | -9.3% | 58,934 | -9.8% | 0.25% | -22.3% |
| Q1 2016 | $7,571,000 | -3.7% | 65,328 | -3.8% | 0.32% | -10.9% |
| Q4 2015 | $7,860,000 | +185.6% | 67,879 | +165.9% | 0.36% | +66.0% |
| Q3 2015 | $2,752,000 | -2.2% | 25,529 | +3.3% | 0.22% | +7.5% |
| Q2 2015 | $2,814,000 | +6.0% | 24,712 | +6.1% | 0.20% | +7.5% |
| Q1 2015 | $2,655,000 | +152.1% | 23,298 | +146.9% | 0.19% | +63.2% |
| Q4 2014 | $1,053,000 | +42.7% | 9,437 | +36.6% | 0.11% | +28.1% |
| Q3 2014 | $738,000 | -7.5% | 6,906 | -9.0% | 0.09% | -16.8% |
| Q2 2014 | $798,000 | -71.1% | 7,590 | -72.5% | 0.11% | -46.5% |
| Q1 2014 | $2,758,000 | +120.6% | 27,624 | +118.3% | 0.20% | +4.7% |
| Q4 2013 | $1,250,000 | +19.3% | 12,656 | +8.0% | 0.19% | +4.4% |
| Q3 2013 | $1,048,000 | +18.6% | 11,723 | +11.4% | 0.18% | +3.4% |
| Q2 2013 | $884,000 | – | 10,528 | – | 0.18% | – |
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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% |