ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 619 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $729,000 | -68.6% | 4,065 | -71.5% | 0.04% | -58.3% |
| Q2 2018 | $2,318,000 | +816.2% | 14,260 | +773.2% | 0.10% | +635.7% |
| Q1 2018 | $253,000 | -60.0% | 1,633 | -60.6% | 0.01% | -58.8% |
| Q4 2017 | $633,000 | -41.4% | 4,146 | -44.9% | 0.03% | -35.8% |
| Q3 2017 | $1,080,000 | +133.8% | 7,529 | +123.0% | 0.05% | -17.2% |
| Q2 2017 | $462,000 | +73.7% | 3,376 | +66.8% | 0.06% | +137.0% |
| Q1 2017 | $266,000 | – | 2,024 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |