ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 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 2022 | $922,000 | -4.1% | 15,930 | 0.0% | 0.30% | +5.2% |
| Q2 2022 | $961,000 | -21.0% | 15,930 | 0.0% | 0.29% | -8.3% |
| Q1 2022 | $1,217,000 | -8.7% | 15,930 | 0.0% | 0.32% | -6.2% |
| Q4 2021 | $1,333,000 | +13.3% | 15,930 | 0.0% | 0.34% | +6.3% |
| Q3 2021 | $1,177,000 | +1.6% | 15,930 | 0.0% | 0.32% | +3.3% |
| Q2 2021 | $1,159,000 | +5.9% | 15,930 | -5.2% | 0.31% | 0.0% |
| Q1 2021 | $1,094,000 | +2.1% | 16,800 | 0.0% | 0.31% | -3.2% |
| Q4 2020 | $1,072,000 | +10.4% | 16,800 | +300.0% | 0.32% | -3.1% |
| Q3 2020 | $971,000 | +11.5% | 4,200 | 0.0% | 0.33% | -0.6% |
| Q2 2020 | $871,000 | +25.7% | 4,200 | 0.0% | 0.33% | -3.8% |
| Q1 2020 | $693,000 | -14.8% | 4,200 | 0.0% | 0.34% | +2.7% |
| Q4 2019 | $813,000 | +7.5% | 4,200 | 0.0% | 0.33% | -0.3% |
| Q3 2019 | $756,000 | +0.4% | 4,200 | 0.0% | 0.33% | +1.2% |
| Q2 2019 | $753,000 | +4.0% | 4,200 | 0.0% | 0.33% | +4.1% |
| Q1 2019 | $724,000 | +14.4% | 4,200 | 0.0% | 0.32% | +1.9% |
| Q4 2018 | $633,000 | -14.9% | 4,200 | 0.0% | 0.31% | -1.6% |
| Q3 2018 | $744,000 | +8.9% | 4,200 | 0.0% | 0.32% | +9.4% |
| Q2 2018 | $683,000 | +4.9% | 4,200 | 0.0% | 0.29% | +2.9% |
| Q1 2018 | $651,000 | +1.4% | 4,200 | 0.0% | 0.28% | +1.8% |
| Q4 2017 | $642,000 | +6.6% | 4,200 | 0.0% | 0.28% | +1.9% |
| Q3 2017 | $602,000 | +4.7% | 4,200 | 0.0% | 0.27% | +1.9% |
| Q2 2017 | $575,000 | +4.2% | 4,200 | 0.0% | 0.26% | +9.1% |
| Q1 2017 | $552,000 | +7.8% | 4,200 | 0.0% | 0.24% | +6.6% |
| Q4 2016 | $512,000 | – | 4,200 | – | 0.23% | – |
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% |