ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $6,535,000 | +2.8% | 60,618 | +8.6% | 0.06% | +7.7% |
| Q2 2015 | $6,354,000 | -6.1% | 55,799 | -6.0% | 0.05% | -8.8% |
| Q1 2015 | $6,765,000 | -4.2% | 59,369 | -6.1% | 0.06% | -6.6% |
| Q4 2014 | $7,059,000 | +2.2% | 63,253 | -2.1% | 0.06% | -3.2% |
| Q3 2014 | $6,905,000 | -5.8% | 64,637 | -7.2% | 0.06% | -6.0% |
| Q2 2014 | $7,328,000 | +52.2% | 69,651 | +44.4% | 0.07% | -1.5% |
| Q1 2014 | $4,816,000 | -16.0% | 48,239 | -16.9% | 0.07% | -20.9% |
| Q4 2013 | $5,735,000 | +6.0% | 58,076 | -4.1% | 0.09% | -10.4% |
| Q3 2013 | $5,410,000 | -26.7% | 60,542 | -31.1% | 0.10% | -30.4% |
| Q2 2013 | $7,381,000 | – | 87,854 | – | 0.14% | – |
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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% |