ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $27,000 | +125.0% | 208 | +116.7% | 0.02% | +128.6% |
| Q4 2016 | $12,000 | 0.0% | 96 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $12,000 | +9.1% | 96 | 0.0% | 0.01% | -30.0% |
| Q2 2016 | $11,000 | 0.0% | 96 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $11,000 | 0.0% | 96 | 0.0% | 0.01% | -9.1% |
| Q4 2015 | $11,000 | – | 96 | – | 0.01% | – |
Download | ||||||
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% |