ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 406 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $865,000 | -43.8% | 5,017 | -50.9% | 0.00% | -100.0% |
| Q4 2018 | $1,540,000 | -48.2% | 10,223 | -39.0% | 0.00% | 0.0% |
| Q3 2018 | $2,971,000 | -21.6% | 16,770 | -28.0% | 0.00% | 0.0% |
| Q2 2018 | $3,789,000 | -12.9% | 23,299 | -16.9% | 0.00% | -50.0% |
| Q1 2018 | $4,349,000 | -4.6% | 28,047 | -6.0% | 0.00% | 0.0% |
| Q4 2017 | $4,558,000 | +9.8% | 29,836 | +3.1% | 0.00% | 0.0% |
| Q3 2017 | $4,151,000 | +6.7% | 28,942 | +1.8% | 0.00% | +100.0% |
| Q2 2017 | $3,891,000 | +21.7% | 28,430 | +16.9% | 0.00% | 0.0% |
| Q1 2017 | $3,198,000 | +24.6% | 24,316 | +15.4% | 0.00% | 0.0% |
| Q4 2016 | $2,566,000 | +6.4% | 21,069 | +6.3% | 0.00% | 0.0% |
| Q3 2016 | $2,412,000 | +3.9% | 19,827 | -0.5% | 0.00% | 0.0% |
| Q2 2016 | $2,322,000 | +6.4% | 19,919 | +5.7% | 0.00% | 0.0% |
| Q1 2016 | $2,183,000 | -7.5% | 18,839 | -7.5% | 0.00% | 0.0% |
| Q4 2015 | $2,359,000 | +0.3% | 20,375 | -6.6% | 0.00% | 0.0% |
| Q3 2015 | $2,351,000 | -18.7% | 21,813 | -14.1% | 0.00% | 0.0% |
| Q2 2015 | $2,892,000 | -12.7% | 25,399 | -12.6% | 0.00% | 0.0% |
| Q1 2015 | $3,313,000 | +0.3% | 29,075 | -1.8% | 0.00% | 0.0% |
| Q4 2014 | $3,304,000 | +7.7% | 29,607 | +3.1% | 0.00% | 0.0% |
| Q3 2014 | $3,068,000 | +0.6% | 28,720 | -1.0% | 0.00% | 0.0% |
| Q2 2014 | $3,051,000 | -0.3% | 29,007 | -5.4% | 0.00% | 0.0% |
| Q1 2014 | $3,061,000 | -16.5% | 30,657 | -17.5% | 0.00% | 0.0% |
| Q4 2013 | $3,668,000 | +13.5% | 37,140 | +2.7% | 0.00% | 0.0% |
| Q3 2013 | $3,232,000 | +8.6% | 36,173 | +2.1% | 0.00% | 0.0% |
| Q2 2013 | $2,976,000 | – | 35,426 | – | 0.00% | – |
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% |