ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $933,591 | -7.7% | 13,645 | -4.9% | 0.22% | -0.5% |
| Q2 2023 | $1,011,599 | +7.9% | 14,353 | -2.1% | 0.22% | +2.3% |
| Q1 2023 | $937,139 | +9.2% | 14,668 | 0.0% | 0.21% | +7.0% |
| Q4 2022 | $858,078 | +1.1% | 14,668 | 0.0% | 0.20% | -2.4% |
| Q3 2022 | $849,000 | -4.1% | 14,668 | 0.0% | 0.20% | +3.0% |
| Q2 2022 | $885,000 | -21.0% | 14,668 | 0.0% | 0.20% | -4.3% |
| Q1 2022 | $1,120,000 | -8.7% | 14,668 | 0.0% | 0.21% | -10.0% |
| Q4 2021 | $1,227,000 | -24.7% | 14,668 | -33.5% | 0.23% | -31.2% |
| Q3 2021 | $1,629,000 | +1.6% | 22,043 | 0.0% | 0.34% | -3.7% |
| Q2 2021 | $1,603,000 | -30.4% | 22,043 | -37.6% | 0.35% | -35.6% |
| Q1 2021 | $2,302,000 | +17.7% | 35,347 | +15.3% | 0.54% | -2.9% |
| Q4 2020 | $1,956,000 | +10.4% | 30,648 | +300.0% | 0.56% | -0.4% |
| Q3 2020 | $1,771,000 | +5.4% | 7,662 | -5.5% | 0.56% | +4.7% |
| Q2 2020 | $1,681,000 | +25.6% | 8,106 | 0.0% | 0.54% | +9.6% |
| Q1 2020 | $1,338,000 | -14.8% | 8,106 | 0.0% | 0.49% | +6.1% |
| Q4 2019 | $1,570,000 | +7.5% | 8,106 | 0.0% | 0.46% | -8.2% |
| Q3 2019 | $1,460,000 | +0.5% | 8,106 | 0.0% | 0.50% | +2.0% |
| Q2 2019 | $1,453,000 | -11.8% | 8,106 | -15.2% | 0.49% | -30.0% |
| Q1 2019 | $1,648,000 | +14.4% | 9,559 | 0.0% | 0.70% | -0.4% |
| Q4 2018 | $1,440,000 | -15.0% | 9,559 | 0.0% | 0.70% | -13.5% |
| Q3 2018 | $1,694,000 | +9.0% | 9,559 | 0.0% | 0.81% | -4.7% |
| Q2 2018 | $1,554,000 | +4.9% | 9,559 | 0.0% | 0.85% | +3.1% |
| Q1 2018 | $1,482,000 | -3.5% | 9,559 | -4.9% | 0.83% | -14.2% |
| Q4 2017 | $1,535,000 | -7.1% | 10,047 | -12.8% | 0.96% | +87.0% |
| Q3 2017 | $1,652,000 | +4.8% | 11,518 | 0.0% | 0.52% | +0.2% |
| Q2 2017 | $1,576,000 | – | 11,518 | – | 0.52% | – |
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% |