ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,865 | -2.9% | 3,740 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $263,569 | +18.5% | 3,740 | +7.4% | 0.09% | +11.1% |
| Q1 2023 | $222,401 | +10.2% | 3,481 | +0.9% | 0.08% | +5.2% |
| Q4 2022 | $201,767 | +134.6% | 3,449 | +668.2% | 0.08% | +126.5% |
| Q4 2019 | $86,000 | +8.9% | 449 | 0.0% | 0.03% | +3.0% |
| Q3 2018 | $79,000 | -61.1% | 449 | -64.1% | 0.03% | -66.0% |
| Q2 2018 | $203,000 | +497.1% | 1,249 | +308.2% | 0.10% | +410.5% |
| Q4 2014 | $34,000 | – | 306 | – | 0.02% | – |
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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% |