ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 706 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |