ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $215,000 | -13.7% | 1,200 | -14.5% | 0.00% | -20.0% |
| Q3 2018 | $249,000 | +9.2% | 1,404 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $228,000 | -5.0% | 1,404 | -9.4% | 0.01% | -16.7% |
| Q1 2018 | $240,000 | -9.1% | 1,550 | -10.4% | 0.01% | 0.0% |
| Q4 2017 | $264,000 | +5.6% | 1,730 | -0.7% | 0.01% | 0.0% |
| Q3 2017 | $250,000 | +3.7% | 1,743 | -1.1% | 0.01% | 0.0% |
| Q2 2017 | $241,000 | +1.7% | 1,763 | -2.0% | 0.01% | 0.0% |
| Q1 2017 | $237,000 | +17.3% | 1,799 | -6.4% | 0.01% | -33.3% |
| Q2 2014 | $202,000 | -60.9% | 1,923 | -62.8% | 0.01% | -10.0% |
| Q1 2014 | $516,000 | +98.5% | 5,166 | +96.1% | 0.01% | -16.7% |
| Q4 2013 | $260,000 | +10.6% | 2,634 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $235,000 | +0.4% | 2,634 | -5.3% | 0.01% | 0.0% |
| Q2 2013 | $234,000 | – | 2,781 | – | 0.01% | – |
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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% |