ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $215,000 | -13.7% | 1,200 | -14.5% | 0.00% | -20.0% |
Q3 2018 | $249,000 | +9.2% | 1,404 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $228,000 | -5.0% | 1,404 | -9.4% | 0.01% | -16.7% |
Q1 2018 | $240,000 | -9.1% | 1,550 | -10.4% | 0.01% | 0.0% |
Q4 2017 | $264,000 | +5.6% | 1,730 | -0.7% | 0.01% | 0.0% |
Q3 2017 | $250,000 | +3.7% | 1,743 | -1.1% | 0.01% | 0.0% |
Q2 2017 | $241,000 | +1.7% | 1,763 | -2.0% | 0.01% | 0.0% |
Q1 2017 | $237,000 | +17.3% | 1,799 | -6.4% | 0.01% | -33.3% |
Q2 2014 | $202,000 | -60.9% | 1,923 | -62.8% | 0.01% | -10.0% |
Q1 2014 | $516,000 | +98.5% | 5,166 | +96.1% | 0.01% | -16.7% |
Q4 2013 | $260,000 | +10.6% | 2,634 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $235,000 | +0.4% | 2,634 | -5.3% | 0.01% | 0.0% |
Q2 2013 | $234,000 | – | 2,781 | – | 0.01% | – |
Download |
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% |