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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,806,000 | +7.6% | 14,495 | 0.0% | 0.37% | +0.3% |
| Q3 2019 | $2,609,000 | +0.0% | 14,495 | -0.4% | 0.37% | +1.4% |
| Q2 2019 | $2,608,000 | -3.4% | 14,550 | -7.1% | 0.36% | -4.2% |
| Q1 2019 | $2,699,000 | +8.1% | 15,657 | -5.5% | 0.38% | -5.7% |
| Q4 2018 | $2,497,000 | -15.2% | 16,576 | -0.3% | 0.40% | +0.5% |
| Q3 2018 | $2,946,000 | +2.0% | 16,626 | -6.4% | 0.40% | +1.3% |
| Q2 2018 | $2,889,000 | -3.4% | 17,768 | -7.9% | 0.40% | -2.9% |
| Q1 2018 | $2,992,000 | -0.0% | 19,293 | -1.5% | 0.41% | +8.2% |
| Q4 2017 | $2,993,000 | -25.7% | 19,593 | -30.3% | 0.38% | -28.3% |
| Q3 2017 | $4,029,000 | -27.6% | 28,094 | -30.9% | 0.53% | -29.0% |
| Q2 2017 | $5,565,000 | +3.9% | 40,671 | -0.1% | 0.74% | +0.1% |
| Q1 2017 | $5,356,000 | +4.1% | 40,723 | -3.6% | 0.74% | -0.9% |
| Q4 2016 | $5,144,000 | +1.8% | 42,238 | +1.7% | 0.75% | -2.1% |
| Q3 2016 | $5,055,000 | +4.4% | 41,548 | 0.0% | 0.76% | +1.6% |
| Q2 2016 | $4,843,000 | +1.3% | 41,548 | +0.7% | 0.75% | -10.7% |
| Q1 2016 | $4,780,000 | -2.6% | 41,248 | -2.7% | 0.84% | -2.2% |
| Q4 2015 | $4,910,000 | -7.9% | 42,406 | -14.2% | 0.86% | -11.3% |
| Q3 2015 | $5,329,000 | -5.1% | 49,431 | +0.2% | 0.97% | +4.2% |
| Q2 2015 | $5,617,000 | -0.2% | 49,326 | -0.1% | 0.93% | -6.0% |
| Q1 2015 | $5,627,000 | +3.0% | 49,376 | +0.9% | 0.99% | +3.7% |
| Q4 2014 | $5,462,000 | +3.2% | 48,943 | -1.3% | 0.96% | -9.5% |
| Q3 2014 | $5,294,000 | -3.0% | 49,563 | -4.5% | 1.06% | +2.8% |
| Q2 2014 | $5,459,000 | +5.1% | 51,891 | -0.2% | 1.03% | -4.3% |
| Q1 2014 | $5,192,000 | -15.7% | 52,006 | -16.6% | 1.08% | -21.5% |
| Q4 2013 | $6,160,000 | +10.8% | 62,381 | +0.3% | 1.37% | +0.8% |
| Q3 2013 | $5,559,000 | -17.3% | 62,212 | -22.2% | 1.36% | +244.1% |
| Q2 2013 | $6,721,000 | – | 80,000 | – | 0.40% | – |
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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% |