ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 828 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $23,000 | +9.5% | 128 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $21,000 | +5.0% | 128 | 0.0% | 0.05% | -5.7% |
| Q1 2018 | $20,000 | 0.0% | 128 | 0.0% | 0.05% | +12.8% |
| Q4 2017 | $20,000 | -80.4% | 128 | -82.1% | 0.05% | -74.0% |
| Q3 2017 | $102,000 | -5.6% | 714 | -9.4% | 0.18% | +4.0% |
| Q2 2017 | $108,000 | +3.8% | 788 | 0.0% | 0.17% | +17.6% |
| Q1 2017 | $104,000 | +8.3% | 788 | 0.0% | 0.15% | -6.9% |
| Q4 2016 | $96,000 | +20.0% | 788 | +19.2% | 0.16% | +12.8% |
| Q3 2016 | $80,000 | -7.0% | 661 | -10.2% | 0.14% | +2.9% |
| Q2 2016 | $86,000 | +1.2% | 736 | 0.0% | 0.14% | +7.9% |
| Q1 2016 | $85,000 | 0.0% | 736 | 0.0% | 0.13% | +5.8% |
| Q4 2015 | $85,000 | +7.6% | 736 | 0.0% | 0.12% | +9.1% |
| Q3 2015 | $79,000 | -9.2% | 736 | -4.2% | 0.11% | +10.0% |
| Q2 2015 | $87,000 | +4.8% | 768 | +5.1% | 0.10% | 0.0% |
| Q1 2015 | $83,000 | -21.7% | 731 | -23.3% | 0.10% | -18.7% |
| Q4 2014 | $106,000 | +9.3% | 953 | +4.6% | 0.12% | -1.6% |
| Q3 2014 | $97,000 | +592.9% | 911 | +574.8% | 0.12% | +525.0% |
| Q2 2014 | $14,000 | -30.0% | 135 | -32.2% | 0.02% | -39.4% |
| Q1 2014 | $20,000 | +17.6% | 199 | +20.6% | 0.03% | +26.9% |
| Q4 2013 | $17,000 | – | 165 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |