ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,148,000 | +4.1% | 8,005 | -0.5% | 1.01% | +22.6% |
| Q2 2017 | $1,103,000 | +8.7% | 8,047 | +4.3% | 0.83% | -4.7% |
| Q1 2017 | $1,015,000 | +222.2% | 7,714 | +198.6% | 0.87% | +216.8% |
| Q4 2016 | $315,000 | -8.7% | 2,583 | -8.8% | 0.27% | -22.4% |
| Q3 2016 | $345,000 | +36.9% | 2,832 | +31.8% | 0.35% | +52.8% |
| Q2 2016 | $252,000 | -9.4% | 2,148 | -10.4% | 0.23% | -15.7% |
| Q1 2016 | $278,000 | -19.0% | 2,396 | -18.9% | 0.27% | -19.9% |
| Q4 2015 | $343,000 | – | 2,954 | – | 0.34% | – |
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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% |