ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $9,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 140 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 35 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | -96.8% | 35 | -97.3% | 0.01% | -97.1% |
| Q1 2020 | $220,000 | -13.4% | 1,310 | 0.0% | 0.17% | +12.4% |
| Q4 2019 | $254,000 | +8.5% | 1,310 | +0.8% | 0.15% | -1.3% |
| Q3 2019 | $234,000 | +0.4% | 1,300 | 0.0% | 0.16% | -0.6% |
| Q2 2019 | $233,000 | -0.9% | 1,300 | -4.8% | 0.16% | -10.3% |
| Q1 2019 | $235,000 | +45.1% | 1,365 | +27.0% | 0.17% | +20.8% |
| Q4 2018 | $162,000 | -6.4% | 1,075 | +10.1% | 0.14% | +20.0% |
| Q3 2018 | $173,000 | +8.1% | 976 | -1.0% | 0.12% | 0.0% |
| Q2 2018 | $160,000 | -0.6% | 986 | -5.3% | 0.12% | -5.5% |
| Q1 2018 | $161,000 | -43.9% | 1,041 | -44.7% | 0.13% | -37.7% |
| Q4 2017 | $287,000 | – | 1,881 | – | 0.20% | – |
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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% |