ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $894,000 | -50.0% | 7,858 | -49.9% | 0.10% | -73.2% |
| Q1 2015 | $1,789,000 | +38.1% | 15,698 | +35.3% | 0.36% | +41.5% |
| Q4 2014 | $1,295,000 | -20.8% | 11,603 | -24.2% | 0.26% | -26.5% |
| Q3 2014 | $1,635,000 | -1.6% | 15,310 | -3.1% | 0.35% | +5.1% |
| Q2 2014 | $1,662,000 | -0.9% | 15,797 | -6.0% | 0.33% | +2.8% |
| Q1 2014 | $1,677,000 | -20.1% | 16,798 | -21.0% | 0.32% | -18.8% |
| Q4 2013 | $2,099,000 | +7.1% | 21,256 | -3.1% | 0.40% | +2.6% |
| Q3 2013 | $1,960,000 | +78.5% | 21,934 | +67.8% | 0.39% | +63.9% |
| Q2 2013 | $1,098,000 | – | 13,073 | – | 0.24% | – |
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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% |