ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 406 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $536,000 | +14.0% | 3,916 | +9.6% | 0.02% | +15.4% |
| Q1 2017 | $470,000 | +45.1% | 3,573 | +34.2% | 0.01% | +62.5% |
| Q4 2016 | $324,000 | -35.3% | 2,662 | -35.3% | 0.01% | -33.3% |
| Q3 2016 | $501,000 | -54.0% | 4,116 | -55.9% | 0.01% | -47.8% |
| Q2 2016 | $1,088,000 | +37.2% | 9,333 | +36.4% | 0.02% | +4.5% |
| Q1 2016 | $793,000 | -34.5% | 6,842 | -34.5% | 0.02% | +4.8% |
| Q4 2015 | $1,210,000 | +397.9% | 10,453 | +363.5% | 0.02% | +425.0% |
| Q3 2015 | $243,000 | -51.0% | 2,255 | -48.2% | 0.00% | -55.6% |
| Q2 2015 | $496,000 | -78.3% | 4,357 | -78.3% | 0.01% | -80.4% |
| Q1 2015 | $2,284,000 | +10.5% | 20,045 | +8.2% | 0.05% | +35.3% |
| Q4 2014 | $2,067,000 | +622.7% | 18,520 | +477.8% | 0.03% | +750.0% |
| Q3 2013 | $286,000 | – | 3,205 | – | 0.00% | – |
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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% |