ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $40,358,000 | +1.5% | 224,177 | +1.1% | 0.21% | +1.9% |
| Q2 2019 | $39,749,000 | +6.0% | 221,764 | +1.9% | 0.21% | +5.1% |
| Q1 2019 | $37,501,000 | +13.6% | 217,576 | -0.7% | 0.20% | +3.7% |
| Q4 2018 | $33,009,000 | -4.2% | 219,082 | +12.6% | 0.19% | +6.7% |
| Q3 2018 | $34,470,000 | +11.1% | 194,559 | +2.0% | 0.18% | +4.7% |
| Q2 2018 | $31,025,000 | +13.7% | 190,791 | +8.5% | 0.17% | +11.8% |
| Q1 2018 | $27,278,000 | +82.8% | 175,912 | +80.1% | 0.15% | +74.7% |
| Q4 2017 | $14,924,000 | +64.9% | 97,693 | +54.9% | 0.09% | +61.1% |
| Q3 2017 | $9,048,000 | +15.7% | 63,085 | +10.4% | 0.05% | +12.5% |
| Q2 2017 | $7,819,000 | +21.7% | 57,138 | +17.0% | 0.05% | +17.1% |
| Q1 2017 | $6,423,000 | +18.3% | 48,839 | +9.5% | 0.04% | +24.2% |
| Q4 2016 | $5,430,000 | +104.0% | 44,600 | +103.8% | 0.03% | +94.1% |
| Q3 2016 | $2,662,000 | -1.4% | 21,887 | -5.5% | 0.02% | 0.0% |
| Q2 2016 | $2,699,000 | +27.7% | 23,162 | +27.0% | 0.02% | +30.8% |
| Q1 2016 | $2,113,000 | +10.5% | 18,242 | +10.4% | 0.01% | +8.3% |
| Q4 2015 | $1,912,000 | +58.5% | 16,524 | +47.5% | 0.01% | +50.0% |
| Q3 2015 | $1,206,000 | -18.0% | 11,201 | -13.3% | 0.01% | -11.1% |
| Q2 2015 | $1,470,000 | +7.1% | 12,924 | +7.2% | 0.01% | 0.0% |
| Q1 2015 | $1,372,000 | +11.3% | 12,052 | +8.9% | 0.01% | +12.5% |
| Q4 2014 | $1,233,000 | +23.5% | 11,062 | +18.4% | 0.01% | +14.3% |
| Q3 2014 | $998,000 | -7.8% | 9,346 | -9.3% | 0.01% | -12.5% |
| Q2 2014 | $1,083,000 | +8.1% | 10,307 | +2.6% | 0.01% | +100.0% |
| Q1 2014 | $1,002,000 | +1.1% | 10,046 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $991,000 | +9.5% | 10,046 | -0.9% | 0.00% | 0.0% |
| Q3 2013 | $905,000 | +5.2% | 10,137 | -1.1% | 0.00% | 0.0% |
| Q2 2013 | $860,000 | – | 10,247 | – | 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% |