ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $118,709 | -8.7% | 1,735 | -6.0% | 0.01% | 0.0% |
| Q2 2023 | $130,036 | -28.9% | 1,845 | -35.6% | 0.01% | -33.3% |
| Q1 2023 | $182,918 | +1.3% | 2,863 | -7.3% | 0.01% | -10.0% |
| Q4 2022 | $180,648 | +0.9% | 3,088 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $179,000 | -5.8% | 3,088 | -2.2% | 0.01% | 0.0% |
| Q2 2022 | $190,000 | -25.2% | 3,156 | -5.0% | 0.01% | -8.3% |
| Q1 2022 | $254,000 | -13.3% | 3,321 | -5.2% | 0.01% | -14.3% |
| Q4 2021 | $293,000 | +13.1% | 3,504 | 0.0% | 0.01% | +7.7% |
| Q3 2021 | $259,000 | +1.6% | 3,504 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $255,000 | +16.4% | 3,504 | +4.0% | 0.01% | +8.3% |
| Q1 2021 | $219,000 | +87.2% | 3,368 | +83.0% | 0.01% | +71.4% |
| Q4 2020 | $117,000 | +95.0% | 1,840 | +607.7% | 0.01% | +75.0% |
| Q3 2020 | $60,000 | +11.1% | 260 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $54,000 | +25.6% | 260 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $43,000 | -54.7% | 260 | -47.2% | 0.00% | -33.3% |
| Q4 2019 | $95,000 | +102.1% | 492 | +89.2% | 0.01% | +100.0% |
| Q3 2019 | $47,000 | 0.0% | 260 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $47,000 | +4.4% | 260 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $45,000 | +15.4% | 260 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $39,000 | -58.1% | 260 | -50.6% | 0.00% | -42.9% |
| Q3 2018 | $93,000 | +29.2% | 526 | +19.3% | 0.01% | +16.7% |
| Q2 2018 | $72,000 | +5.9% | 441 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $68,000 | +1.5% | 441 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $67,000 | +6.3% | 441 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $63,000 | +5.0% | 441 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $60,000 | +160.9% | 441 | +152.0% | 0.01% | +200.0% |
| Q1 2017 | $23,000 | -25.8% | 175 | -32.2% | 0.00% | -33.3% |
| Q4 2016 | $31,000 | -52.3% | 258 | -51.6% | 0.00% | -57.1% |
| Q3 2016 | $65,000 | – | 533 | – | 0.01% | – |
Download | ||||||
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% |