ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
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. | 681,945 | $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% |