ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $305,000 | +21.0% | 1,472 | -3.6% | 0.13% | -0.8% |
| Q1 2020 | $252,000 | -14.6% | 1,527 | 0.0% | 0.13% | +5.8% |
| Q4 2019 | $295,000 | +7.3% | 1,527 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $275,000 | -25.3% | 1,527 | -25.7% | 0.12% | -26.2% |
| Q2 2019 | $368,000 | +3.4% | 2,054 | -0.5% | 0.16% | +0.6% |
| Q1 2019 | $356,000 | +4.1% | 2,064 | -9.0% | 0.16% | -8.9% |
| Q4 2018 | $342,000 | -13.4% | 2,267 | -6.8% | 0.18% | -9.6% |
| Q2 2018 | $395,000 | +0.3% | 2,432 | -4.5% | 0.20% | -1.5% |
| Q1 2018 | $394,000 | +86.7% | 2,546 | +90.4% | 0.20% | +7.5% |
| Q4 2017 | $211,000 | – | 1,337 | – | 0.19% | – |
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% |