ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,721,000 | +23.0% | 8,296 | -2.2% | 0.20% | +10.3% |
| Q1 2020 | $1,399,000 | -21.2% | 8,479 | -7.5% | 0.18% | -1.1% |
| Q4 2019 | $1,775,000 | -4.9% | 9,165 | -11.6% | 0.19% | -13.5% |
| Q3 2019 | $1,866,000 | -24.1% | 10,367 | -24.4% | 0.22% | -20.7% |
| Q2 2019 | $2,459,000 | +50.9% | 13,720 | +45.0% | 0.27% | +43.4% |
| Q1 2019 | $1,630,000 | +7.8% | 9,459 | -5.7% | 0.19% | -3.6% |
| Q4 2018 | $1,512,000 | -20.2% | 10,032 | -6.2% | 0.20% | -17.3% |
| Q3 2018 | $1,895,000 | +49.7% | 10,694 | +37.4% | 0.24% | +7.7% |
| Q2 2018 | $1,266,000 | +14.5% | 7,784 | +9.1% | 0.22% | 0.0% |
| Q1 2018 | $1,106,000 | -43.1% | 7,134 | -42.9% | 0.22% | -27.6% |
| Q4 2017 | $1,944,000 | +16.8% | 12,495 | +8.9% | 0.30% | +10.1% |
| Q3 2017 | $1,664,000 | +186.4% | 11,469 | +169.9% | 0.28% | +59.5% |
| Q2 2017 | $581,000 | +21.5% | 4,249 | +16.9% | 0.17% | +14.6% |
| Q1 2017 | $478,000 | – | 3,636 | – | 0.15% | – |
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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% |