ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 554 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $752,000 | +4.6% | 6,183 | +0.3% | 0.26% | -13.4% |
| Q2 2016 | $719,000 | -30.1% | 6,166 | -30.6% | 0.31% | -15.7% |
| Q1 2016 | $1,029,000 | -29.3% | 8,883 | -29.3% | 0.36% | -20.0% |
| Q4 2015 | $1,455,000 | -91.2% | 12,561 | -91.8% | 0.45% | -81.5% |
| Q3 2015 | $16,529,000 | +1.0% | 153,328 | +6.7% | 2.45% | -1.4% |
| Q2 2015 | $16,358,000 | +6.7% | 143,666 | +6.8% | 2.49% | +2.7% |
| Q1 2015 | $15,330,000 | +36.6% | 134,533 | +33.8% | 2.42% | +28.6% |
| Q4 2014 | $11,223,000 | +15.5% | 100,566 | +10.5% | 1.88% | +20.7% |
| Q3 2014 | $9,721,000 | +6.7% | 90,999 | +5.1% | 1.56% | -34.6% |
| Q2 2014 | $9,108,000 | – | 86,585 | – | 2.39% | – |
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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% |