ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,721,000 | -7.0% | 12,575 | -10.6% | 0.06% | +400.0% |
| Q1 2017 | $1,851,000 | -20.3% | 14,071 | -26.2% | 0.01% | +18.2% |
| Q4 2016 | $2,323,000 | -19.1% | 19,076 | -19.2% | 0.01% | -21.4% |
| Q3 2016 | $2,871,000 | +6.2% | 23,599 | +1.8% | 0.01% | +7.7% |
| Q2 2016 | $2,703,000 | +23.1% | 23,183 | +22.3% | 0.01% | +18.2% |
| Q4 2015 | $2,195,000 | +182.9% | 18,958 | +163.4% | 0.01% | +266.7% |
| Q3 2015 | $776,000 | +37.3% | 7,197 | +45.2% | 0.00% | 0.0% |
| Q1 2015 | $565,000 | -59.1% | 4,958 | -60.0% | 0.00% | -50.0% |
| Q4 2014 | $1,383,000 | -4.8% | 12,388 | -28.3% | 0.01% | +20.0% |
| Q2 2013 | $1,452,000 | – | 17,286 | – | 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% |