ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2018 | $1,648,000 | +8.6% | 10,627 | +7.0% | 0.42% | +3.4% |
Q4 2017 | $1,517,000 | +6.8% | 9,931 | +0.2% | 0.41% | -1.9% |
Q3 2017 | $1,421,000 | -6.0% | 9,911 | -10.3% | 0.42% | -7.7% |
Q2 2017 | $1,512,000 | +3.6% | 11,052 | -0.4% | 0.45% | +0.2% |
Q1 2017 | $1,460,000 | +49.7% | 11,101 | +38.6% | 0.45% | +39.4% |
Q4 2016 | $975,000 | -0.1% | 8,007 | -0.2% | 0.32% | -0.9% |
Q3 2016 | $976,000 | +11.5% | 8,024 | +6.9% | 0.33% | 0.0% |
Q2 2016 | $875,000 | +15.0% | 7,507 | +14.2% | 0.33% | +5.8% |
Q1 2016 | $761,000 | +2.7% | 6,571 | +2.7% | 0.31% | +2.6% |
Q4 2015 | $741,000 | +31.2% | 6,401 | +22.2% | 0.30% | +20.3% |
Q3 2015 | $565,000 | – | 5,237 | – | 0.25% | – |
Download |
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% |