ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 413 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $143,287,000 | -15.0% | 951 | 0.0% | 0.35% | +4.2% |
| Q3 2018 | $168,488,000 | +9.0% | 951 | 0.0% | 0.33% | +12.1% |
| Q2 2018 | $154,642,000 | -65.5% | 951 | -67.1% | 0.30% | -47.7% |
| Q1 2018 | $448,307,000 | -0.0% | 2,891 | -1.5% | 0.57% | +18.8% |
| Q4 2017 | $448,379,000 | -2.2% | 2,935 | -8.2% | 0.48% | -14.1% |
| Q3 2017 | $458,513,000 | -9.3% | 3,197 | -13.4% | 0.56% | -5.9% |
| Q2 2017 | $505,250,000 | +4.1% | 3,692 | 0.0% | 0.59% | +7.4% |
| Q1 2017 | $485,571,000 | -23.2% | 3,692 | -28.9% | 0.55% | -20.5% |
| Q4 2016 | $632,577,000 | -22.7% | 5,194 | -22.8% | 0.70% | +13.5% |
| Q3 2016 | $818,406,000 | +0.0% | 6,727 | -4.1% | 0.61% | -44.7% |
| Q2 2016 | $818,041,000 | -70.0% | 7,017 | -70.2% | 1.11% | -65.6% |
| Q4 2015 | $2,724,658,000 | +48502.5% | 23,529 | +45148.1% | 3.22% | +26741.7% |
| Q3 2015 | $5,606,000 | -99.8% | 52 | -99.8% | 0.01% | -99.5% |
| Q2 2015 | $2,466,321,000 | -1.6% | 21,661 | -1.5% | 2.35% | -3.9% |
| Q1 2015 | $2,506,330,000 | – | 21,995 | – | 2.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |