ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $671,000 | -14.7% | 4,066 | 0.0% | 0.09% | +11.4% |
| Q4 2019 | $787,000 | +7.5% | 4,066 | 0.0% | 0.08% | +6.8% |
| Q3 2019 | $732,000 | +0.4% | 4,066 | 0.0% | 0.07% | -1.3% |
| Q2 2019 | $729,000 | +2.4% | 4,066 | 0.0% | 0.08% | +2.7% |
| Q1 2019 | $712,000 | +18.3% | 4,066 | +1.7% | 0.07% | -31.1% |
| Q4 2018 | $602,000 | -15.0% | 3,998 | 0.0% | 0.11% | -3.6% |
| Q3 2018 | $708,000 | +8.9% | 3,998 | 0.0% | 0.11% | 0.0% |
| Q2 2018 | $650,000 | +4.8% | 3,998 | 0.0% | 0.11% | +2.8% |
| Q1 2018 | $620,000 | -4.6% | 3,998 | -6.0% | 0.11% | -3.6% |
| Q4 2017 | $650,000 | +8.7% | 4,252 | +1.9% | 0.11% | +2.8% |
| Q3 2017 | $598,000 | +4.7% | 4,172 | 0.0% | 0.11% | +4.9% |
| Q2 2017 | $571,000 | +4.0% | 4,172 | 0.0% | 0.10% | +4.0% |
| Q1 2017 | $549,000 | +8.1% | 4,172 | 0.0% | 0.10% | +4.2% |
| Q4 2016 | $508,000 | 0.0% | 4,172 | 0.0% | 0.10% | -2.1% |
| Q3 2016 | $508,000 | -8.6% | 4,172 | -12.6% | 0.10% | -10.2% |
| Q2 2016 | $556,000 | -2.3% | 4,772 | -2.9% | 0.11% | -5.3% |
| Q1 2016 | $569,000 | -0.9% | 4,912 | -0.9% | 0.11% | -3.4% |
| Q4 2015 | $574,000 | -13.2% | 4,957 | -18.4% | 0.12% | -17.5% |
| Q3 2015 | $661,000 | -6.6% | 6,077 | 0.0% | 0.14% | +0.7% |
| Q2 2015 | $708,000 | +1.4% | 6,077 | -0.8% | 0.14% | +4.4% |
| Q1 2015 | $698,000 | +2.0% | 6,127 | 0.0% | 0.14% | +1.5% |
| Q4 2014 | $684,000 | -10.1% | 6,127 | -14.0% | 0.13% | -15.7% |
| Q3 2014 | $761,000 | +0.9% | 7,127 | 0.0% | 0.16% | +1.9% |
| Q2 2014 | $754,000 | +5.9% | 7,127 | 0.0% | 0.16% | -0.6% |
| Q1 2014 | $712,000 | +1.1% | 7,127 | 0.0% | 0.16% | -0.6% |
| Q4 2013 | $704,000 | +10.5% | 7,127 | 0.0% | 0.16% | +1.3% |
| Q3 2013 | $637,000 | +6.3% | 7,127 | 0.0% | 0.16% | 0.0% |
| Q2 2013 | $599,000 | – | 7,127 | – | 0.16% | – |
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% |