ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 498 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $32,000 | +1500.0% | 548 | +1726.7% | 0.00% | – |
Q2 2022 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
Q1 2022 | $2,000 | -98.6% | 30 | -95.3% | 0.00% | – |
Q3 2020 | $148,000 | +11.3% | 642 | 0.0% | 0.00% | – |
Q2 2020 | $133,000 | +25.5% | 642 | 0.0% | 0.00% | – |
Q1 2020 | $106,000 | -93.0% | 642 | -94.8% | 0.00% | -100.0% |
Q3 2016 | $1,515,000 | – | 12,450 | – | 0.00% | – |
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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% |