ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,003 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $231,000 | +13.2% | 2,761 | 0.0% | 0.01% | +8.3% |
| Q3 2021 | $204,000 | -2.9% | 2,761 | -4.5% | 0.01% | -7.7% |
| Q2 2021 | $210,000 | -2.3% | 2,892 | -12.3% | 0.01% | -7.1% |
| Q1 2021 | $215,000 | -18.3% | 3,299 | -20.1% | 0.01% | -22.2% |
| Q4 2020 | $263,000 | +6.0% | 4,128 | +284.7% | 0.02% | -5.3% |
| Q3 2020 | $248,000 | +11.2% | 1,073 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $223,000 | +7.2% | 1,073 | 0.0% | 0.02% | -5.3% |
| Q4 2019 | $208,000 | -17.5% | 1,073 | -38.9% | 0.02% | -29.6% |
| Q3 2017 | $252,000 | 0.0% | 1,755 | -4.7% | 0.03% | -6.9% |
| Q2 2017 | $252,000 | -11.3% | 1,841 | -14.7% | 0.03% | -21.6% |
| Q1 2017 | $284,000 | -44.9% | 2,159 | -48.9% | 0.04% | -47.9% |
| Q4 2016 | $515,000 | +0.2% | 4,226 | 0.0% | 0.07% | -9.0% |
| Q3 2016 | $514,000 | +4.3% | 4,226 | 0.0% | 0.08% | 0.0% |
| Q2 2016 | $493,000 | -17.8% | 4,226 | -18.4% | 0.08% | -14.3% |
| Q1 2016 | $600,000 | 0.0% | 5,181 | 0.0% | 0.09% | -5.2% |
| Q4 2015 | $600,000 | +7.3% | 5,181 | 0.0% | 0.10% | +7.9% |
| Q3 2015 | $559,000 | -10.4% | 5,181 | -5.5% | 0.09% | -11.9% |
| Q2 2015 | $624,000 | -0.2% | 5,481 | 0.0% | 0.10% | -1.0% |
| Q1 2015 | $625,000 | -4.0% | 5,481 | -6.1% | 0.10% | -8.9% |
| Q4 2014 | $651,000 | +1.4% | 5,836 | -3.0% | 0.11% | +4.7% |
| Q3 2014 | $642,000 | -2.1% | 6,014 | -3.6% | 0.11% | -13.7% |
| Q2 2014 | $656,000 | +5.3% | 6,239 | 0.0% | 0.12% | -1.6% |
| Q1 2014 | $623,000 | -6.9% | 6,239 | -7.9% | 0.13% | -11.3% |
| Q4 2013 | $669,000 | +10.6% | 6,771 | 0.0% | 0.14% | +36.5% |
| Q3 2013 | $605,000 | +1.2% | 6,771 | -4.9% | 0.10% | -37.0% |
| Q2 2013 | $598,000 | – | 7,120 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |