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 | $947,754 | -2.9% | 13,852 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $976,289 | +8.7% | 13,852 | -1.4% | 0.04% | 0.0% |
Q1 2023 | $897,783 | +3.7% | 14,052 | -5.1% | 0.04% | 0.0% |
Q4 2022 | $866,034 | -3.8% | 14,804 | -4.8% | 0.04% | -10.3% |
Q3 2022 | $900,000 | -4.2% | 15,554 | 0.0% | 0.04% | -2.5% |
Q2 2022 | $939,000 | -21.7% | 15,554 | -1.0% | 0.04% | -13.0% |
Q1 2022 | $1,199,000 | -8.8% | 15,704 | 0.0% | 0.05% | -4.2% |
Q4 2021 | $1,314,000 | +13.2% | 15,704 | 0.0% | 0.05% | +2.1% |
Q3 2021 | $1,161,000 | -0.3% | 15,704 | -1.9% | 0.05% | 0.0% |
Q2 2021 | $1,164,000 | +6.7% | 16,004 | -4.5% | 0.05% | -2.1% |
Q1 2021 | $1,091,000 | -0.1% | 16,759 | -2.0% | 0.05% | -4.0% |
Q4 2020 | $1,092,000 | -11.5% | 17,109 | +220.5% | 0.05% | -16.7% |
Q3 2020 | $1,234,000 | +21.2% | 5,339 | +8.9% | 0.06% | +9.1% |
Q2 2020 | $1,018,000 | +25.8% | 4,904 | 0.0% | 0.06% | +5.8% |
Q1 2020 | $809,000 | -14.8% | 4,904 | 0.0% | 0.05% | 0.0% |
Q4 2019 | $950,000 | +76.3% | 4,904 | +63.8% | 0.05% | +67.7% |
Q3 2019 | $539,000 | -3.9% | 2,993 | -4.4% | 0.03% | -3.1% |
Q2 2019 | $561,000 | +8.7% | 3,130 | +4.6% | 0.03% | +3.2% |
Q1 2019 | $516,000 | +14.4% | 2,993 | 0.0% | 0.03% | 0.0% |
Q4 2018 | $451,000 | -15.2% | 2,993 | -0.3% | 0.03% | 0.0% |
Q3 2018 | $532,000 | +1.3% | 3,003 | -7.0% | 0.03% | -11.4% |
Q2 2018 | $525,000 | +4.8% | 3,228 | 0.0% | 0.04% | +2.9% |
Q1 2018 | $501,000 | +1.6% | 3,228 | 0.0% | 0.03% | +3.0% |
Q4 2017 | $493,000 | +6.5% | 3,228 | 0.0% | 0.03% | 0.0% |
Q3 2017 | $463,000 | +4.8% | 3,228 | 0.0% | 0.03% | +3.1% |
Q2 2017 | $442,000 | -28.4% | 3,228 | -31.2% | 0.03% | -30.4% |
Q1 2017 | $617,000 | +2.5% | 4,695 | -5.1% | 0.05% | -2.1% |
Q4 2016 | $602,000 | 0.0% | 4,946 | 0.0% | 0.05% | -4.1% |
Q3 2016 | $602,000 | +59.3% | 4,946 | +52.4% | 0.05% | +58.1% |
Q2 2016 | $378,000 | – | 3,246 | – | 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% |