ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 554 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $13,041,000 | +186200.0% | 86,555 | +176542.9% | 5.82% | +145450.0% |
| Q3 2017 | $7,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | -99.0% | 49 | -99.0% | 0.00% | -98.9% |
| Q1 2017 | $668,000 | -81.7% | 5,049 | -83.1% | 0.36% | -83.4% |
| Q4 2016 | $3,645,000 | +5.9% | 29,926 | +5.7% | 2.14% | -13.2% |
| Q3 2016 | $3,443,000 | +7.7% | 28,301 | +3.2% | 2.47% | +4.7% |
| Q2 2016 | $3,198,000 | +899.4% | 27,430 | +894.9% | 2.36% | +723.0% |
| Q1 2016 | $320,000 | -87.3% | 2,757 | -87.3% | 0.29% | -87.9% |
| Q4 2015 | $2,522,000 | – | 21,780 | – | 2.37% | – |
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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% |