ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 337 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $363,000 | -99.4% | 2,200 | -99.6% | 0.00% | -97.8% |
| Q4 2016 | $62,953,000 | -5.6% | 516,896 | -5.7% | 0.18% | -13.5% |
| Q3 2016 | $66,717,000 | +5.1% | 548,388 | +0.7% | 0.21% | +4.5% |
| Q2 2016 | $63,477,000 | -2.5% | 544,489 | -3.1% | 0.20% | -2.9% |
| Q1 2016 | $65,111,000 | -3.0% | 561,831 | -3.1% | 0.20% | +5.1% |
| Q4 2015 | $67,123,000 | +6.7% | 579,648 | -0.6% | 0.20% | +0.5% |
| Q3 2015 | $62,887,000 | -10.1% | 583,367 | -5.1% | 0.19% | +12.1% |
| Q2 2015 | $69,988,000 | +168.5% | 614,683 | +168.7% | 0.17% | +179.0% |
| Q1 2015 | $26,068,000 | +162825.0% | 228,765 | +158764.6% | 0.06% | – |
| Q4 2014 | $16,000 | -97.8% | 144 | -97.9% | 0.00% | -100.0% |
| Q3 2014 | $726,000 | -52.6% | 6,797 | -53.3% | 0.00% | -50.0% |
| Q2 2014 | $1,532,000 | -9.8% | 14,569 | -14.4% | 0.00% | -20.0% |
| Q1 2014 | $1,698,000 | -26.4% | 17,013 | -27.2% | 0.01% | -28.6% |
| Q4 2013 | $2,306,000 | -5.7% | 23,354 | -14.6% | 0.01% | -22.2% |
| Q3 2013 | $2,445,000 | -14.4% | 27,355 | -19.5% | 0.01% | -25.0% |
| Q2 2013 | $2,856,000 | – | 33,996 | – | 0.01% | – |
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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% |