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 2023 | $207,997 | -2.9% | 3,040 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $214,259 | -53.9% | 3,040 | -6.3% | 0.01% | -75.0% |
| Q3 2017 | $465,000 | -8.5% | 3,245 | -12.5% | 0.05% | -10.3% |
| Q2 2017 | $508,000 | +23.3% | 3,710 | +18.3% | 0.06% | +18.4% |
| Q1 2017 | $412,000 | +7.9% | 3,136 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $382,000 | -7.1% | 3,136 | -7.1% | 0.05% | -16.9% |
| Q3 2016 | $411,000 | +4.3% | 3,376 | 0.0% | 0.06% | -1.7% |
| Q2 2016 | $394,000 | +0.8% | 3,376 | 0.0% | 0.06% | -1.6% |
| Q1 2016 | $391,000 | 0.0% | 3,376 | 0.0% | 0.06% | -6.2% |
| Q4 2015 | $391,000 | +7.4% | 3,376 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $364,000 | -5.2% | 3,376 | 0.0% | 0.06% | 0.0% |
| Q2 2015 | $384,000 | +4.3% | 3,376 | +4.6% | 0.06% | +4.8% |
| Q1 2015 | $368,000 | +2.2% | 3,229 | 0.0% | 0.06% | 0.0% |
| Q4 2014 | $360,000 | +10.8% | 3,229 | +6.1% | 0.06% | +3.3% |
| Q3 2014 | $325,000 | -14.2% | 3,044 | -15.6% | 0.06% | -14.3% |
| Q2 2014 | $379,000 | -1.6% | 3,607 | -6.5% | 0.07% | -5.4% |
| Q1 2014 | $385,000 | -9.6% | 3,857 | -10.6% | 0.07% | -7.5% |
| Q4 2013 | $426,000 | +4.9% | 4,316 | -5.0% | 0.08% | -18.4% |
| Q3 2013 | $406,000 | +6.6% | 4,541 | 0.0% | 0.10% | -6.7% |
| Q2 2013 | $381,000 | – | 4,541 | – | 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% |