ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,329,000 | +12.7% | 39,786 | -0.4% | 0.59% | +3.5% |
| Q3 2021 | $2,953,000 | +586.7% | 39,960 | +575.7% | 0.57% | +561.6% |
| Q2 2021 | $430,000 | -67.0% | 5,914 | -71.0% | 0.09% | -74.7% |
| Q4 2020 | $1,303,000 | +14.4% | 20,424 | +221.4% | 0.34% | +3.3% |
| Q2 2019 | $1,139,000 | +424.9% | 6,355 | +325.1% | 0.33% | +311.2% |
| Q3 2017 | $217,000 | +5.9% | 1,495 | 0.0% | 0.08% | -1.2% |
| Q2 2017 | $205,000 | +95.2% | 1,495 | +78.0% | 0.08% | +62.0% |
| Q4 2016 | $105,000 | – | 840 | – | 0.05% | – |
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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% |