ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $8,138,000 | -14.8% | 54,014 | +0.4% | 1.08% | -3.9% |
| Q3 2018 | $9,556,000 | +4.1% | 53,794 | -4.5% | 1.12% | +0.7% |
| Q2 2018 | $9,184,000 | +2.7% | 56,310 | -2.3% | 1.11% | -0.7% |
| Q1 2018 | $8,940,000 | -1.6% | 57,654 | -3.0% | 1.12% | -2.1% |
| Q4 2017 | $9,082,000 | +0.5% | 59,446 | -5.7% | 1.14% | -8.5% |
| Q3 2017 | $9,041,000 | +8.0% | 63,012 | +3.0% | 1.25% | +0.6% |
| Q2 2017 | $8,372,000 | +9.9% | 61,154 | +5.6% | 1.24% | +3.7% |
| Q1 2017 | $7,615,000 | +8.6% | 57,902 | -7.8% | 1.20% | -30.5% |
| Q4 2016 | $7,011,000 | +19.3% | 62,826 | +30.1% | 1.73% | +49.9% |
| Q3 2016 | $5,876,000 | +4.5% | 48,298 | +0.1% | 1.15% | -3.3% |
| Q2 2016 | $5,622,000 | +5.0% | 48,226 | +4.4% | 1.19% | -48.4% |
| Q1 2016 | $5,353,000 | -22.5% | 46,193 | -22.5% | 2.31% | -20.6% |
| Q4 2015 | $6,905,000 | +2.1% | 59,633 | -5.0% | 2.90% | -14.9% |
| Q3 2015 | $6,766,000 | -7.5% | 62,769 | -2.3% | 3.41% | +7.4% |
| Q2 2015 | $7,317,000 | -0.9% | 64,260 | -0.8% | 3.18% | -7.1% |
| Q1 2015 | $7,381,000 | +5.3% | 64,772 | +3.1% | 3.42% | +59.2% |
| Q4 2014 | $7,011,000 | +10.0% | 62,826 | +5.3% | 2.15% | -47.9% |
| Q3 2014 | $6,371,000 | +35.2% | 59,641 | +33.1% | 4.12% | -3.6% |
| Q2 2014 | $4,713,000 | +1.1% | 44,809 | -4.0% | 4.28% | -3.3% |
| Q1 2014 | $4,661,000 | +0.2% | 46,681 | -0.9% | 4.42% | -6.5% |
| Q4 2013 | $4,654,000 | +15.8% | 47,124 | +4.8% | 4.73% | +3.8% |
| Q3 2013 | $4,018,000 | +6.5% | 44,968 | +0.1% | 4.56% | -11.3% |
| Q2 2013 | $3,773,000 | – | 44,907 | – | 5.14% | – |
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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% |