ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $20,338,000 | +16.1% | 113,469 | +11.6% | 0.92% | +15.0% |
| Q1 2019 | $17,523,000 | +14.4% | 101,669 | 0.0% | 0.80% | +10.9% |
| Q4 2018 | $15,318,000 | +9.8% | 101,669 | +29.1% | 0.72% | +20.5% |
| Q3 2018 | $13,956,000 | -10.8% | 78,769 | -18.1% | 0.60% | -18.5% |
| Q2 2018 | $15,638,000 | -14.6% | 96,169 | -18.5% | 0.74% | -2.9% |
| Q1 2018 | $18,309,000 | -8.0% | 118,069 | -9.4% | 0.76% | -17.3% |
| Q4 2017 | $19,901,000 | +3.4% | 130,269 | -2.9% | 0.92% | -10.0% |
| Q3 2017 | $19,244,000 | -4.3% | 134,179 | -8.7% | 1.02% | -7.6% |
| Q2 2017 | $20,111,000 | +4.1% | 146,954 | 0.0% | 1.10% | +0.4% |
| Q1 2017 | $19,327,000 | +355.0% | 146,954 | +321.3% | 1.10% | +209.6% |
| Q4 2016 | $4,248,000 | +115.1% | 34,878 | +114.8% | 0.36% | +107.6% |
| Q3 2016 | $1,975,000 | +17.3% | 16,237 | +12.4% | 0.17% | +2.4% |
| Q2 2016 | $1,684,000 | – | 14,446 | – | 0.17% | – |
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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% |