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 | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $6,667,000 | -6.7% | 61,848 | -1.5% | 0.15% | +66.7% |
| Q2 2015 | $7,146,000 | -3.2% | 62,758 | -3.1% | 0.09% | -7.2% |
| Q1 2015 | $7,379,000 | -2.5% | 64,758 | -4.5% | 0.10% | +51.6% |
| Q4 2014 | $7,566,000 | +5.9% | 67,797 | +1.3% | 0.06% | +4.9% |
| Q3 2014 | $7,146,000 | +0.8% | 66,894 | -0.8% | 0.06% | -79.5% |
| Q2 2014 | $7,092,000 | +4.0% | 67,419 | -1.3% | 0.30% | -1.3% |
| Q1 2014 | $6,818,000 | +0.1% | 68,292 | -1.0% | 0.30% | +74.6% |
| Q4 2013 | $6,813,000 | +0.4% | 68,994 | -9.1% | 0.17% | -12.2% |
| Q3 2013 | $6,784,000 | -3.5% | 75,920 | -9.3% | 0.20% | +97.0% |
| Q2 2013 | $7,029,000 | – | 83,674 | – | 0.10% | – |
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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% |