ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $632,000 | +22.7% | 5,422 | +21.8% | 0.12% | +18.6% |
| Q1 2016 | $515,000 | -10.9% | 4,450 | -10.9% | 0.10% | -8.9% |
| Q4 2015 | $578,000 | +11.8% | 4,995 | +4.0% | 0.11% | +7.7% |
| Q3 2015 | $517,000 | -2.3% | 4,803 | +3.2% | 0.10% | +7.2% |
| Q2 2015 | $529,000 | -6.9% | 4,653 | -6.7% | 0.10% | -8.5% |
| Q1 2015 | $568,000 | +4.2% | 4,989 | +2.0% | 0.11% | +1.9% |
| Q4 2014 | $545,000 | +17.7% | 4,889 | +12.7% | 0.10% | +14.3% |
| Q3 2014 | $463,000 | -0.2% | 4,339 | -1.8% | 0.09% | +21.3% |
| Q2 2014 | $464,000 | +11.0% | 4,419 | +5.5% | 0.08% | -16.7% |
| Q1 2014 | $418,000 | -12.4% | 4,188 | -13.3% | 0.09% | -18.9% |
| Q4 2013 | $477,000 | +10.7% | 4,832 | 0.0% | 0.11% | 0.0% |
| Q3 2013 | $431,000 | +0.5% | 4,832 | -5.5% | 0.11% | -15.3% |
| Q2 2013 | $429,000 | – | 5,115 | – | 0.13% | – |
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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% |