ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 613 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $717,000 | +8.3% | 3,703 | +0.7% | 0.05% | -4.1% |
| Q3 2019 | $662,000 | +0.5% | 3,679 | 0.0% | 0.05% | -5.8% |
| Q2 2019 | $659,000 | -22.3% | 3,679 | -25.2% | 0.05% | -25.7% |
| Q1 2019 | $848,000 | +14.4% | 4,918 | -0.0% | 0.07% | +1.4% |
| Q4 2018 | $741,000 | -17.8% | 4,919 | -3.2% | 0.07% | -20.7% |
| Q3 2018 | $901,000 | +38.2% | 5,083 | +26.8% | 0.09% | +29.9% |
| Q2 2018 | $652,000 | +15.4% | 4,010 | +10.0% | 0.07% | +4.7% |
| Q1 2018 | $565,000 | +1.6% | 3,647 | +0.2% | 0.06% | +6.7% |
| Q4 2017 | $556,000 | +7.1% | 3,639 | +0.5% | 0.06% | +1.7% |
| Q3 2017 | $519,000 | +5.1% | 3,622 | +0.2% | 0.06% | +1.7% |
| Q2 2017 | $494,000 | +4.0% | 3,613 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $475,000 | +62.1% | 3,613 | +50.0% | 0.06% | +48.7% |
| Q4 2016 | $293,000 | +295.9% | 2,408 | +298.0% | 0.04% | +225.0% |
| Q3 2016 | $74,000 | +4.2% | 605 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $71,000 | +1.4% | 605 | +0.5% | 0.01% | 0.0% |
| Q1 2016 | $70,000 | -5.4% | 602 | -6.4% | 0.01% | -7.7% |
| Q4 2015 | $74,000 | +7.2% | 643 | +0.5% | 0.01% | -7.1% |
| Q3 2015 | $69,000 | -5.5% | 640 | +0.3% | 0.01% | 0.0% |
| Q2 2015 | $73,000 | -7.6% | 638 | -8.5% | 0.01% | -12.5% |
| Q1 2015 | $79,000 | +2.6% | 697 | +0.4% | 0.02% | 0.0% |
| Q4 2014 | $77,000 | +4.1% | 694 | +0.3% | 0.02% | -5.9% |
| Q3 2014 | $74,000 | +2.8% | 692 | +0.4% | 0.02% | +6.2% |
| Q2 2014 | $72,000 | +1.4% | 689 | -2.5% | 0.02% | -5.9% |
| Q1 2014 | $71,000 | +1.4% | 707 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $70,000 | +11.1% | 707 | +0.9% | 0.02% | 0.0% |
| Q3 2013 | $63,000 | +6.8% | 701 | +0.4% | 0.02% | +6.2% |
| Q2 2013 | $59,000 | – | 698 | – | 0.02% | – |
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% |