ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $13,348,000 | +86.7% | 109,592 | +86.5% | 0.43% | +77.1% |
| Q3 2016 | $7,150,000 | +4.1% | 58,770 | -0.3% | 0.24% | -0.8% |
| Q2 2016 | $6,870,000 | -9.3% | 58,934 | -9.8% | 0.25% | -22.3% |
| Q1 2016 | $7,571,000 | -3.7% | 65,328 | -3.8% | 0.32% | -10.9% |
| Q4 2015 | $7,860,000 | +185.6% | 67,879 | +165.9% | 0.36% | +66.0% |
| Q3 2015 | $2,752,000 | -2.2% | 25,529 | +3.3% | 0.22% | +7.5% |
| Q2 2015 | $2,814,000 | +6.0% | 24,712 | +6.1% | 0.20% | +7.5% |
| Q1 2015 | $2,655,000 | +152.1% | 23,298 | +146.9% | 0.19% | +63.2% |
| Q4 2014 | $1,053,000 | +42.7% | 9,437 | +36.6% | 0.11% | +28.1% |
| Q3 2014 | $738,000 | -7.5% | 6,906 | -9.0% | 0.09% | -16.8% |
| Q2 2014 | $798,000 | -71.1% | 7,590 | -72.5% | 0.11% | -46.5% |
| Q1 2014 | $2,758,000 | +120.6% | 27,624 | +118.3% | 0.20% | +4.7% |
| Q4 2013 | $1,250,000 | +19.3% | 12,656 | +8.0% | 0.19% | +4.4% |
| Q3 2013 | $1,048,000 | +18.6% | 11,723 | +11.4% | 0.18% | +3.4% |
| Q2 2013 | $884,000 | – | 10,528 | – | 0.18% | – |
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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% |