ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $20,413,000 | -8.9% | 113,884 | -12.4% | 6.84% | -5.3% |
| Q1 2019 | $22,402,000 | +9.3% | 129,973 | -4.5% | 7.22% | +5.3% |
| Q4 2018 | $20,496,000 | -16.6% | 136,033 | -2.0% | 6.85% | -9.6% |
| Q3 2018 | $24,590,000 | +9.5% | 138,792 | +0.5% | 7.58% | +9.2% |
| Q2 2018 | $22,449,000 | +4.8% | 138,056 | -0.0% | 6.95% | +1.9% |
| Q1 2018 | $21,417,000 | -1.7% | 138,112 | -3.2% | 6.82% | +0.2% |
| Q4 2017 | $21,796,000 | +6.8% | 142,671 | +0.3% | 6.80% | +1.4% |
| Q3 2017 | $20,403,000 | +5.9% | 142,259 | +1.1% | 6.71% | +5.3% |
| Q2 2017 | $19,264,000 | +2.9% | 140,771 | -1.1% | 6.37% | +2.6% |
| Q1 2017 | $18,718,000 | +10.9% | 142,325 | +2.7% | 6.21% | +7.6% |
| Q4 2016 | $16,884,000 | +8.0% | 138,639 | +5.6% | 5.77% | +1.9% |
| Q3 2016 | $15,639,000 | +10.1% | 131,302 | +7.8% | 5.66% | +15.0% |
| Q2 2016 | $14,204,000 | +18.5% | 121,835 | +17.8% | 4.93% | +19.2% |
| Q1 2016 | $11,990,000 | +6.4% | 103,455 | +6.3% | 4.13% | +2.0% |
| Q4 2015 | $11,266,000 | +15.6% | 97,290 | +7.6% | 4.05% | +13.4% |
| Q3 2015 | $9,745,000 | -26.3% | 90,396 | -22.2% | 3.57% | -20.3% |
| Q2 2015 | $13,223,000 | +4.7% | 116,135 | +4.8% | 4.48% | +2.9% |
| Q1 2015 | $12,625,000 | +2.8% | 110,795 | +0.6% | 4.36% | +4.8% |
| Q4 2014 | $12,286,000 | +2.2% | 110,095 | -2.1% | 4.16% | -5.3% |
| Q3 2014 | $12,018,000 | +1.4% | 112,504 | -0.2% | 4.39% | +12.1% |
| Q2 2014 | $11,852,000 | +12.7% | 112,675 | +7.0% | 3.92% | +11.6% |
| Q1 2014 | $10,514,000 | +19.6% | 105,317 | +18.3% | 3.51% | +2.5% |
| Q4 2013 | $8,794,000 | +16.2% | 89,060 | +5.2% | 3.42% | +9.6% |
| Q3 2013 | $7,567,000 | +30.1% | 84,687 | +22.3% | 3.12% | +20.8% |
| Q2 2013 | $5,816,000 | – | 69,230 | – | 2.59% | – |
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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% |