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 2017 | $17,423,000 | -17.7% | 114 | -99.9% | 2.40% | +35.8% |
| Q3 2017 | $21,174,000 | +20.3% | 147,640 | +14.6% | 1.77% | +32.1% |
| Q2 2017 | $17,596,000 | +352.1% | 128,854 | +335.5% | 1.34% | +355.1% |
| Q1 2017 | $3,892,000 | +59.1% | 29,589 | +52.1% | 0.29% | +54.7% |
| Q4 2016 | $2,446,000 | -16.7% | 19,456 | -21.1% | 0.19% | -18.5% |
| Q3 2016 | $2,937,000 | +3.9% | 24,666 | +6.0% | 0.23% | +6.4% |
| Q2 2016 | $2,828,000 | -69.9% | 23,278 | -71.6% | 0.22% | -73.2% |
| Q1 2016 | $9,389,000 | -25.0% | 81,825 | -31.2% | 0.82% | -20.5% |
| Q4 2015 | $12,511,000 | -52.5% | 118,993 | -46.1% | 1.03% | -57.6% |
| Q3 2015 | $26,341,000 | +325.4% | 220,706 | +316.0% | 2.42% | +335.4% |
| Q2 2015 | $6,192,000 | -1.6% | 53,050 | -3.4% | 0.56% | -0.7% |
| Q1 2015 | $6,291,000 | -99.9% | 54,896 | -41.3% | 0.56% | -23.3% |
| Q4 2014 | $10,319,999,000 | +43691.9% | 93,521 | -57.8% | 0.73% | -59.3% |
| Q3 2014 | $23,566,000 | +160.0% | 221,425 | +156.9% | 1.79% | +152.0% |
| Q2 2014 | $9,065,000 | +4.5% | 86,179 | +0.4% | 0.71% | -4.8% |
| Q1 2014 | $8,676,000 | +15.4% | 85,838 | +12.8% | 0.75% | +11.6% |
| Q4 2013 | $7,519,000 | +44.3% | 76,090 | +31.7% | 0.67% | +32.4% |
| Q3 2013 | $5,211,000 | +28.0% | 57,770 | +19.4% | 0.51% | +0.4% |
| Q2 2013 | $4,072,000 | – | 48,394 | – | 0.50% | – |
Download | ||||||
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% |