ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,696 | +9.8% | 24,789 | +13.1% | 0.14% | +17.8% |
| Q2 2023 | $1,544 | +22.5% | 21,909 | +11.1% | 0.12% | +16.8% |
| Q1 2023 | $1,260 | +9.2% | 19,728 | 0.0% | 0.10% | +5.2% |
| Q4 2022 | $1,154 | -99.9% | 19,728 | 0.0% | 0.10% | -5.9% |
| Q3 2022 | $1,142,000 | -4.1% | 19,728 | 0.0% | 0.10% | +2.0% |
| Q2 2022 | $1,191,000 | -21.0% | 19,728 | 0.0% | 0.10% | -6.5% |
| Q1 2022 | $1,507,000 | -8.7% | 19,728 | 0.0% | 0.11% | 0.0% |
| Q4 2021 | $1,651,000 | +13.2% | 19,728 | 0.0% | 0.11% | +0.9% |
| Q3 2021 | $1,458,000 | +1.6% | 19,728 | 0.0% | 0.11% | +3.9% |
| Q2 2021 | $1,435,000 | +11.8% | 19,728 | 0.0% | 0.10% | +6.2% |
| Q1 2021 | $1,284,000 | +2.0% | 19,728 | 0.0% | 0.10% | -1.0% |
| Q4 2020 | $1,259,000 | +10.4% | 19,728 | +300.0% | 0.10% | -5.8% |
| Q3 2020 | $1,140,000 | +4.4% | 4,932 | -6.3% | 0.10% | -2.8% |
| Q2 2020 | $1,092,000 | +25.7% | 5,264 | 0.0% | 0.11% | +2.9% |
| Q1 2020 | $869,000 | -9.0% | 5,264 | +6.7% | 0.10% | +13.2% |
| Q4 2019 | $955,000 | +7.5% | 4,932 | 0.0% | 0.09% | -1.1% |
| Q3 2019 | $888,000 | +0.5% | 4,932 | 0.0% | 0.09% | 0.0% |
| Q2 2019 | $884,000 | +4.0% | 4,932 | 0.0% | 0.09% | 0.0% |
| Q1 2019 | $850,000 | +14.4% | 4,932 | 0.0% | 0.09% | 0.0% |
| Q4 2018 | $743,000 | -15.0% | 4,932 | 0.0% | 0.09% | 0.0% |
| Q3 2018 | $874,000 | +9.0% | 4,932 | 0.0% | 0.09% | +1.1% |
| Q2 2018 | $802,000 | +4.8% | 4,932 | 0.0% | 0.09% | +4.6% |
| Q1 2018 | $765,000 | +1.6% | 4,932 | 0.0% | 0.09% | +4.8% |
| Q4 2017 | $753,000 | +6.5% | 4,932 | 0.0% | 0.08% | +3.8% |
| Q3 2017 | $707,000 | +4.7% | 4,932 | 0.0% | 0.08% | 0.0% |
| Q2 2017 | $675,000 | +184.8% | 4,932 | +86.1% | 0.08% | +135.3% |
| Q3 2013 | $237,000 | +6.3% | 2,650 | 0.0% | 0.03% | 0.0% |
| Q2 2013 | $223,000 | – | 2,650 | – | 0.03% | – |
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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% |