ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 406 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $10,948,000 | +24.6% | 96,081 | +22.0% | 0.11% | +19.1% |
| Q4 2014 | $8,788,000 | +43.1% | 78,745 | +37.0% | 0.09% | +9.3% |
| Q3 2014 | $6,142,000 | +3.5% | 57,497 | +1.9% | 0.09% | +3.6% |
| Q2 2014 | $5,937,000 | +5.1% | 56,437 | -0.3% | 0.08% | +1.2% |
| Q1 2014 | $5,650,000 | +16.7% | 56,587 | +15.4% | 0.08% | -1.2% |
| Q4 2013 | $4,840,000 | +13.8% | 49,015 | +3.0% | 0.08% | +5.1% |
| Q3 2013 | $4,254,000 | +9.0% | 47,603 | +2.5% | 0.08% | +1.3% |
| Q2 2013 | $3,902,000 | – | 46,450 | – | 0.08% | – |
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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% |