ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 498 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $577,000 | +10.5% | 9,045 | +300.0% | 0.05% | -3.8% |
| Q3 2020 | $522,000 | +113.9% | 2,261 | +92.4% | 0.05% | +100.0% |
| Q2 2020 | $244,000 | +20.2% | 1,175 | +12.3% | 0.03% | +36.8% |
| Q4 2019 | $203,000 | -31.4% | 1,046 | -49.3% | 0.02% | -48.6% |
| Q1 2018 | $296,000 | -1.3% | 2,062 | +5.0% | 0.04% | +5.7% |
| Q4 2017 | $300,000 | +1.4% | 1,963 | -4.8% | 0.04% | -5.4% |
| Q3 2017 | $296,000 | +5.0% | 2,062 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $282,000 | +9.3% | 2,062 | +5.1% | 0.04% | +5.7% |
| Q1 2017 | $258,000 | +7.9% | 1,962 | 0.0% | 0.04% | -2.8% |
| Q4 2016 | $239,000 | -11.5% | 1,962 | -15.4% | 0.04% | -18.2% |
| Q2 2016 | $270,000 | -2.9% | 2,319 | -3.4% | 0.04% | -4.3% |
| Q1 2016 | $278,000 | 0.0% | 2,400 | 0.0% | 0.05% | -4.2% |
| Q4 2015 | $278,000 | +7.3% | 2,400 | 0.0% | 0.05% | 0.0% |
| Q3 2015 | $259,000 | +6.6% | 2,400 | +12.7% | 0.05% | +6.7% |
| Q2 2015 | $243,000 | 0.0% | 2,130 | 0.0% | 0.04% | +2.3% |
| Q1 2015 | $243,000 | +2.1% | 2,130 | 0.0% | 0.04% | -48.8% |
| Q4 2014 | $238,000 | +4.4% | 2,130 | 0.0% | 0.09% | -11.3% |
| Q3 2014 | $228,000 | +1.8% | 2,130 | 0.0% | 0.10% | +1.0% |
| Q2 2014 | $224,000 | -48.1% | 2,130 | -50.8% | 0.10% | -52.9% |
| Q1 2014 | $432,000 | +1.2% | 4,329 | 0.0% | 0.20% | -20.0% |
| Q4 2013 | $427,000 | – | 4,329 | – | 0.26% | – |
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% |