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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $229,000 | +2.2% | 1,880 | 0.0% | 0.18% | +1.1% |
| Q2 2016 | $224,000 | +2.8% | 1,880 | 0.0% | 0.18% | -5.3% |
| Q1 2016 | $218,000 | +1.9% | 1,880 | 0.0% | 0.19% | -4.0% |
| Q4 2015 | $214,000 | +5.4% | 1,880 | 0.0% | 0.20% | +3.1% |
| Q3 2015 | $203,000 | -5.1% | 1,880 | 0.0% | 0.19% | +6.1% |
| Q2 2015 | $214,000 | 0.0% | 1,880 | 0.0% | 0.18% | -1.6% |
| Q1 2015 | $214,000 | +1.9% | 1,880 | 0.0% | 0.18% | -0.5% |
| Q4 2014 | $210,000 | +4.5% | 1,880 | 0.0% | 0.18% | +2.8% |
| Q3 2014 | $201,000 | – | 1,880 | – | 0.18% | – |
Download | ||||||
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% |