ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 413 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $6,535,000 | +2.8% | 60,618 | +8.6% | 0.06% | +7.7% |
| Q2 2015 | $6,354,000 | -6.1% | 55,799 | -6.0% | 0.05% | -8.8% |
| Q1 2015 | $6,765,000 | -4.2% | 59,369 | -6.1% | 0.06% | -6.6% |
| Q4 2014 | $7,059,000 | +2.2% | 63,253 | -2.1% | 0.06% | -3.2% |
| Q3 2014 | $6,905,000 | -5.8% | 64,637 | -7.2% | 0.06% | -6.0% |
| Q2 2014 | $7,328,000 | +52.2% | 69,651 | +44.4% | 0.07% | -1.5% |
| Q1 2014 | $4,816,000 | -16.0% | 48,239 | -16.9% | 0.07% | -20.9% |
| Q4 2013 | $5,735,000 | +6.0% | 58,076 | -4.1% | 0.09% | -10.4% |
| Q3 2013 | $5,410,000 | -26.7% | 60,542 | -31.1% | 0.10% | -30.4% |
| Q2 2013 | $7,381,000 | – | 87,854 | – | 0.14% | – |
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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% |