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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $37,000 | -99.5% | 515 | -98.7% | 0.01% | -99.7% |
| Q4 2019 | $7,431,000 | +4.1% | 38,376 | -3.2% | 3.70% | -3.3% |
| Q3 2019 | $7,137,000 | -5.8% | 39,644 | -6.3% | 3.82% | -7.1% |
| Q2 2019 | $7,580,000 | -5.6% | 42,289 | -9.2% | 4.12% | -11.7% |
| Q1 2019 | $8,030,000 | -41.8% | 46,587 | -49.7% | 4.66% | -52.3% |
| Q4 2018 | $13,809,000 | -16.7% | 92,575 | -1.1% | 9.78% | -4.9% |
| Q3 2018 | $16,584,000 | +12.9% | 93,603 | +3.6% | 10.28% | -1.3% |
| Q2 2018 | $14,685,000 | +37.8% | 90,307 | +31.4% | 10.42% | +14.2% |
| Q1 2018 | $10,659,000 | -17.3% | 68,737 | -18.6% | 9.13% | -14.1% |
| Q4 2017 | $12,896,000 | +8.9% | 84,414 | +2.2% | 10.63% | -0.6% |
| Q3 2017 | $11,842,000 | +8.5% | 82,568 | +3.5% | 10.69% | +9.3% |
| Q2 2017 | $10,918,000 | -12.5% | 79,784 | -15.9% | 9.79% | -4.5% |
| Q1 2017 | $12,482,000 | +10.2% | 94,908 | +2.1% | 10.25% | +13.2% |
| Q4 2016 | $11,326,000 | – | 92,996 | – | 9.06% | – |
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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% |