ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $462,000 | -94.2% | 3,961 | -94.3% | 0.08% | -91.0% |
| Q1 2016 | $8,003,000 | +7.4% | 69,055 | +7.3% | 0.84% | +5.8% |
| Q4 2015 | $7,454,000 | +28.1% | 64,368 | +19.3% | 0.80% | +20.6% |
| Q3 2015 | $5,817,000 | -1.9% | 53,963 | +3.6% | 0.66% | +4.9% |
| Q2 2015 | $5,932,000 | +2.5% | 52,096 | +2.6% | 0.63% | +1.1% |
| Q1 2015 | $5,787,000 | -28.9% | 50,784 | -30.3% | 0.62% | -32.4% |
| Q4 2014 | $8,134,000 | +39.9% | 72,890 | +33.9% | 0.92% | +31.3% |
| Q3 2014 | $5,815,000 | +12.7% | 54,434 | +10.9% | 0.70% | +8.0% |
| Q2 2014 | $5,162,000 | +52.5% | 49,076 | +44.8% | 0.65% | +35.4% |
| Q1 2014 | $3,384,000 | -58.6% | 33,892 | -59.0% | 0.48% | -23.8% |
| Q4 2013 | $8,170,000 | +311.0% | 82,728 | +271.9% | 0.63% | +81.2% |
| Q3 2013 | $1,988,000 | +11.8% | 22,246 | +5.1% | 0.35% | -1.1% |
| Q2 2013 | $1,778,000 | – | 21,161 | – | 0.35% | – |
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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% |