ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,623,000 | -14.8% | 21,950 | 0.0% | 3.46% | -31.9% |
| Q4 2019 | $4,250,000 | +7.5% | 21,950 | 0.0% | 5.08% | +1.6% |
| Q3 2019 | $3,952,000 | -53.1% | 21,950 | -53.3% | 5.00% | -28.4% |
| Q2 2019 | $8,433,000 | +4.0% | 47,050 | 0.0% | 6.98% | +0.7% |
| Q1 2019 | $8,110,000 | +14.4% | 47,050 | 0.0% | 6.93% | +12.2% |
| Q4 2018 | $7,089,000 | – | 47,050 | – | 6.17% | – |
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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% |