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 | $649,000 | -1.2% | 3,625 | -5.0% | 0.01% | -11.1% |
| Q1 2019 | $657,000 | +3185.0% | 3,816 | +2705.9% | 0.01% | – |
| Q4 2018 | $20,000 | -97.8% | 136 | -97.4% | 0.00% | -100.0% |
| Q3 2018 | $922,000 | +27.5% | 5,208 | +17.0% | 0.01% | +22.2% |
| Q2 2018 | $723,000 | +8.1% | 4,450 | +3.1% | 0.01% | 0.0% |
| Q1 2018 | $669,000 | -13.8% | 4,315 | -15.1% | 0.01% | +12.5% |
| Q4 2017 | $776,000 | +45.6% | 5,085 | +36.7% | 0.01% | +33.3% |
| Q3 2017 | $533,000 | -99.1% | 3,720 | -99.1% | 0.01% | -99.2% |
| Q2 2017 | $58,139,000 | +81.1% | 424,851 | +74.0% | 0.74% | +48.4% |
| Q1 2017 | $32,109,000 | +10821.4% | 244,138 | +9984.2% | 0.50% | +12350.0% |
| Q4 2016 | $294,000 | +1076.0% | 2,421 | +1036.6% | 0.00% | – |
| Q3 2016 | $25,000 | -53.7% | 213 | -54.7% | 0.00% | -100.0% |
| Q2 2016 | $54,000 | -77.2% | 470 | -77.0% | 0.00% | -85.7% |
| Q1 2016 | $237,000 | -60.0% | 2,047 | -60.0% | 0.01% | -46.2% |
| Q4 2015 | $592,000 | – | 5,117 | – | 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% |