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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $626,000 | -2.3% | 3,475 | -2.8% | 0.03% | -2.9% |
| Q2 2019 | $641,000 | +4.1% | 3,575 | 0.0% | 0.03% | +9.7% |
| Q1 2019 | $616,000 | +23.0% | 3,575 | +7.5% | 0.03% | +6.9% |
| Q4 2018 | $501,000 | -14.9% | 3,325 | 0.0% | 0.03% | +11.5% |
| Q3 2018 | $589,000 | +8.9% | 3,325 | 0.0% | 0.03% | +85.7% |
| Q2 2018 | $541,000 | +3.4% | 3,325 | -1.5% | 0.01% | +7.7% |
| Q1 2018 | $523,000 | +1.4% | 3,375 | 0.0% | 0.01% | +18.2% |
| Q4 2017 | $516,000 | +2.0% | 3,375 | -4.3% | 0.01% | 0.0% |
| Q3 2017 | $506,000 | +5.0% | 3,525 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $482,000 | +3.9% | 3,525 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $464,000 | +8.2% | 3,525 | 0.0% | 0.01% | +10.0% |
| Q4 2016 | $429,000 | -20.3% | 3,525 | -20.3% | 0.01% | -23.1% |
| Q3 2016 | $538,000 | +4.3% | 4,425 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $516,000 | -13.1% | 4,425 | -13.7% | 0.01% | -13.3% |
| Q1 2016 | $594,000 | -3.7% | 5,125 | -3.8% | 0.02% | +7.1% |
| Q4 2015 | $617,000 | – | 5,325 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,945 | $50,403,000 | 38.13% |
| HILLTOP WEALTH ADVISORS, LLC | 346,038 | $25,576,000 | 17.96% |
| Johnson Midwest Financial, LLC | 266,243 | $19,678,000 | 16.08% |
| Salomon & Ludwin, LLC | 1,331,191 | $98,388,000 | 15.30% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 362,807 | $26,815,000 | 13.50% |
| ShoreHaven Wealth Partners, LLC | 335,846 | $24,822,000 | 12.93% |
| Praetorian Wealth Management, Inc. | 495,530 | $36,625,000 | 12.41% |
| Powell Investment Advisors, LLC | 261,502 | $19,328,000 | 11.94% |
| MMA ASSET MANAGEMENT LLC | 199,004 | $14,708,000 | 11.23% |
| Carl P. Sherr & Co., LLC | 148,295 | $10,961,000 | 8.75% |