ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $70,000 | +11.1% | 960 | 0.0% | 0.04% | +33.3% |
| Q1 2021 | $63,000 | +3.3% | 960 | 0.0% | 0.03% | -6.9% |
| Q4 2020 | $61,000 | +10.9% | 960 | +300.0% | 0.03% | +3.6% |
| Q3 2020 | $55,000 | +10.0% | 240 | 0.0% | 0.03% | +3.7% |
| Q2 2020 | $50,000 | +25.0% | 240 | 0.0% | 0.03% | +8.0% |
| Q1 2020 | $40,000 | -13.0% | 240 | 0.0% | 0.02% | +19.0% |
| Q4 2019 | $46,000 | +7.0% | 240 | 0.0% | 0.02% | +5.0% |
| Q3 2019 | $43,000 | 0.0% | 240 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $43,000 | +4.9% | 240 | 0.0% | 0.02% | +11.1% |
| Q1 2019 | $41,000 | +13.9% | 240 | 0.0% | 0.02% | +5.9% |
| Q4 2018 | $36,000 | -16.3% | 240 | 0.0% | 0.02% | +6.2% |
| Q3 2018 | $43,000 | +10.3% | 240 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $39,000 | -82.7% | 240 | -83.6% | 0.02% | -75.4% |
| Q1 2018 | $226,000 | 0.0% | 1,460 | -1.4% | 0.06% | -1.5% |
| Q4 2017 | $226,000 | -5.8% | 1,480 | -11.4% | 0.07% | -18.5% |
| Q3 2017 | $240,000 | +2.1% | 1,670 | -2.9% | 0.08% | -3.6% |
| Q2 2017 | $235,000 | -29.0% | 1,720 | -39.5% | 0.08% | -58.8% |
| Q2 2016 | $331,000 | -5.2% | 2,843 | -5.6% | 0.20% | -2.4% |
| Q1 2016 | $349,000 | +4.8% | 3,013 | +4.7% | 0.21% | 0.0% |
| Q4 2015 | $333,000 | +1232.0% | 2,878 | +1124.7% | 0.21% | +1507.7% |
| Q3 2014 | $25,000 | – | 235 | – | 0.01% | – |
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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% |