ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 751 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $372,000 | +37.8% | 1,920 | +28.0% | 0.01% | +25.0% |
| Q3 2019 | $270,000 | +0.4% | 1,500 | 0.0% | 0.00% | +33.3% |
| Q2 2019 | $269,000 | +3.9% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $259,000 | +14.6% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $226,000 | -15.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $266,000 | +9.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $244,000 | +4.7% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $233,000 | +1.7% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $229,000 | +6.5% | 1,500 | 0.0% | 0.00% | +50.0% |
| Q3 2017 | $215,000 | +4.9% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $205,000 | -23.2% | 1,500 | -26.1% | 0.00% | -33.3% |
| Q1 2017 | $267,000 | +8.1% | 2,031 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $247,000 | +160.0% | 2,031 | +125.7% | 0.00% | +200.0% |
| Q2 2014 | $95,000 | – | 900 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |