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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $282,000 | 0.0% | 2,434 | 0.0% | 0.05% | +4.3% |
| Q4 2015 | $282,000 | +540.9% | 2,434 | +492.2% | 0.05% | +487.5% |
| Q3 2015 | $44,000 | -84.1% | 411 | -83.1% | 0.01% | -82.6% |
| Q2 2015 | $277,000 | 0.0% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $277,000 | +1.8% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q4 2014 | $272,000 | +1.9% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q3 2014 | $267,000 | -72.7% | 2,434 | -73.8% | 0.05% | -72.8% |
| Q2 2014 | $979,000 | -10.5% | 9,305 | -15.3% | 0.17% | -28.4% |
| Q1 2014 | $1,094,000 | +26.3% | 10,989 | +18.8% | 0.24% | +23.6% |
| Q4 2013 | $866,000 | +37.9% | 9,251 | +31.6% | 0.19% | +52.8% |
| Q3 2013 | $628,000 | -46.1% | 7,028 | -46.6% | 0.12% | -30.6% |
| Q2 2013 | $1,166,000 | – | 13,167 | – | 0.18% | – |
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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% |