ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $423,000 | +0.2% | 3,470 | 0.0% | 0.19% | 0.0% |
| Q3 2016 | $422,000 | +4.2% | 3,470 | 0.0% | 0.19% | +1.1% |
| Q2 2016 | $405,000 | -4.9% | 3,470 | -5.7% | 0.18% | -6.6% |
| Q1 2016 | $426,000 | 0.0% | 3,680 | 0.0% | 0.20% | -17.8% |
| Q4 2015 | $426,000 | +7.3% | 3,680 | 0.0% | 0.24% | +3.0% |
| Q3 2015 | $397,000 | -14.6% | 3,680 | -9.8% | 0.23% | -10.7% |
| Q2 2015 | $465,000 | -55.5% | 4,080 | -51.4% | 0.26% | -56.8% |
| Q1 2015 | $1,044,000 | +183.7% | 8,397 | +154.5% | 0.61% | +169.3% |
| Q4 2014 | $368,000 | – | 3,300 | – | 0.22% | – |
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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% |