ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $224,000 | +833.3% | 2,672 | +1864.7% | 0.04% | +400.0% |
| Q2 2019 | $24,000 | +4.3% | 136 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | +15.0% | 136 | 0.0% | 0.01% | -25.0% |
| Q4 2018 | $20,000 | -16.7% | 136 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $24,000 | +9.1% | 136 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $22,000 | +4.8% | 136 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $21,000 | -36.4% | 136 | -36.4% | 0.01% | -33.3% |
| Q4 2017 | $33,000 | – | 214 | – | 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% |