ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 828 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $32,000 | +23.1% | 156 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | +271.4% | 156 | +310.5% | 0.01% | +333.3% |
| Q4 2019 | $7,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 38 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 38 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | – | 38 | – | 0.00% | – |
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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% |