ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 554 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 | ||||
---|---|---|---|---|---|---|
Q2 2017 | $2,025,000 | +4.1% | 14,800 | 0.0% | 2.85% | -3.6% |
Q1 2017 | $1,946,000 | +4.9% | 14,800 | 0.0% | 2.95% | +0.8% |
Q4 2016 | $1,855,000 | +360.3% | 14,800 | +347.1% | 2.93% | +150.3% |
Q3 2016 | $403,000 | 0.0% | 3,310 | 0.0% | 1.17% | -3.9% |
Q2 2016 | $403,000 | -76.5% | 3,310 | -77.6% | 1.22% | -65.1% |
Q1 2016 | $1,715,000 | – | 14,800 | – | 3.48% | – |
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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% |