ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $2,964,000 | -2.2% | 25,579 | -2.3% | 0.82% | +0.6% |
| Q4 2015 | $3,032,000 | -6.1% | 26,186 | -12.6% | 0.82% | -16.5% |
| Q3 2015 | $3,230,000 | -6.4% | 29,965 | -1.1% | 0.98% | -1.6% |
| Q2 2015 | $3,450,000 | -0.0% | 30,299 | +0.1% | 1.00% | +9.7% |
| Q1 2015 | $3,451,000 | +21.3% | 30,283 | +18.8% | 0.91% | +33.5% |
| Q4 2014 | $2,844,000 | +23.3% | 25,483 | +18.0% | 0.68% | -9.8% |
| Q3 2014 | $2,307,000 | -41.7% | 21,593 | -42.6% | 0.75% | -41.5% |
| Q2 2014 | $3,957,000 | +5.4% | 37,600 | +0.0% | 1.29% | +0.5% |
| Q1 2014 | $3,753,000 | +1.1% | 37,586 | 0.0% | 1.28% | -6.8% |
| Q4 2013 | $3,712,000 | +10.6% | 37,586 | +0.1% | 1.38% | +2.2% |
| Q3 2013 | $3,355,000 | +7.2% | 37,559 | +0.8% | 1.35% | +6.6% |
| Q2 2013 | $3,131,000 | – | 37,246 | – | 1.26% | – |
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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% |