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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $172,972,000 | -1.5% | 892,702 | -8.4% | 1.20% | -7.6% |
| Q3 2019 | $175,559,000 | +6.4% | 974,625 | +5.9% | 1.30% | +2.4% |
| Q2 2019 | $165,043,000 | +3.8% | 920,263 | -0.2% | 1.27% | -3.2% |
| Q1 2019 | $158,998,000 | -0.5% | 921,980 | -13.1% | 1.31% | -16.7% |
| Q4 2018 | $159,866,000 | +19.5% | 1,060,431 | +40.5% | 1.57% | +16.5% |
| Q3 2018 | $133,740,000 | +124.0% | 754,721 | +105.6% | 1.35% | +64.2% |
| Q2 2018 | $59,713,000 | -26.6% | 367,109 | -30.0% | 0.82% | -26.6% |
| Q1 2018 | $81,347,000 | +45.1% | 524,440 | +43.0% | 1.12% | +49.5% |
| Q4 2017 | $56,044,000 | -33.9% | 366,759 | -37.9% | 0.75% | -43.9% |
| Q3 2017 | $84,754,000 | +10.1% | 590,905 | +5.0% | 1.33% | -1.5% |
| Q2 2017 | $77,008,000 | +78.8% | 562,696 | +71.9% | 1.35% | +55.5% |
| Q1 2017 | $43,062,000 | +95.3% | 327,407 | +80.9% | 0.87% | +74.7% |
| Q4 2016 | $22,047,000 | +68.8% | 181,028 | +68.7% | 0.50% | +58.6% |
| Q3 2016 | $13,058,000 | +34.0% | 107,324 | +28.3% | 0.31% | +22.7% |
| Q2 2016 | $9,747,000 | – | 83,633 | – | 0.26% | – |
Download | ||||||
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% |