ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $6,667,000 | -6.7% | 61,848 | -1.5% | 0.15% | +66.7% |
| Q2 2015 | $7,146,000 | -3.2% | 62,758 | -3.1% | 0.09% | -7.2% |
| Q1 2015 | $7,379,000 | -2.5% | 64,758 | -4.5% | 0.10% | +51.6% |
| Q4 2014 | $7,566,000 | +5.9% | 67,797 | +1.3% | 0.06% | +4.9% |
| Q3 2014 | $7,146,000 | +0.8% | 66,894 | -0.8% | 0.06% | -79.5% |
| Q2 2014 | $7,092,000 | +4.0% | 67,419 | -1.3% | 0.30% | -1.3% |
| Q1 2014 | $6,818,000 | +0.1% | 68,292 | -1.0% | 0.30% | +74.6% |
| Q4 2013 | $6,813,000 | +0.4% | 68,994 | -9.1% | 0.17% | -12.2% |
| Q3 2013 | $6,784,000 | -3.5% | 75,920 | -9.3% | 0.20% | +97.0% |
| Q2 2013 | $7,029,000 | – | 83,674 | – | 0.10% | – |
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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% |