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 2018 | $21,000 | -94.6% | 133 | -95.1% | 0.00% | -94.1% |
| Q3 2017 | $389,000 | +5.1% | 2,711 | +0.4% | 0.05% | +2.0% |
| Q2 2017 | $370,000 | +0.5% | 2,701 | -3.5% | 0.05% | -2.0% |
| Q1 2017 | $368,000 | -63.9% | 2,798 | -66.5% | 0.05% | -65.3% |
| Q4 2016 | $1,018,000 | -98.1% | 8,361 | -98.1% | 0.15% | -98.2% |
| Q3 2016 | $53,394,000 | -0.8% | 438,881 | -5.0% | 8.22% | -0.9% |
| Q2 2016 | $53,851,000 | -5.9% | 461,925 | -6.5% | 8.29% | -5.0% |
| Q1 2016 | $57,253,000 | -39.6% | 494,031 | -39.6% | 8.73% | -38.7% |
| Q4 2015 | $94,741,000 | +5.6% | 818,141 | -1.7% | 14.25% | +2.9% |
| Q3 2015 | $89,701,000 | +15.2% | 832,106 | +21.7% | 13.85% | +20.8% |
| Q2 2015 | $77,879,000 | -0.3% | 683,988 | -0.2% | 11.46% | +1.4% |
| Q1 2015 | $78,106,000 | +37.4% | 685,445 | +34.6% | 11.31% | +34.4% |
| Q4 2014 | $56,841,000 | +64.0% | 509,327 | +56.9% | 8.42% | +59.4% |
| Q3 2014 | $34,668,000 | -2.3% | 324,542 | -3.8% | 5.28% | -2.2% |
| Q2 2014 | $35,475,000 | -62.0% | 337,247 | -64.0% | 5.40% | -62.8% |
| Q1 2014 | $93,440,000 | +21.4% | 935,899 | +20.1% | 14.52% | +12.2% |
| Q4 2013 | $76,942,000 | +103.5% | 779,161 | +84.1% | 12.94% | +101.0% |
| Q3 2013 | $37,813,000 | +19.7% | 423,153 | +12.6% | 6.44% | +14.3% |
| Q2 2013 | $31,584,000 | – | 375,958 | – | 5.63% | – |
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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% |