ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 325 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $1,536,000 | -99.9% | 13,264 | -14.3% | 0.84% | -10.5% |
| Q1 2015 | $1,763,946,000 | -11.8% | 15,480 | -13.7% | 0.93% | -0.6% |
| Q4 2014 | $2,000,876,000 | +187.3% | 17,929 | +175.0% | 0.94% | +109.4% |
| Q3 2014 | $696,466,000 | -63.6% | 6,520 | -64.2% | 0.45% | -53.6% |
| Q2 2014 | $1,913,721,000 | +907.2% | 18,193 | +856.0% | 0.97% | +1012.6% |
| Q1 2014 | $189,995,000 | +2760.9% | 1,903 | -97.2% | 0.09% | -97.6% |
| Q4 2013 | $6,641,000 | – | 67,266 | – | 3.67% | – |
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% |