ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 575 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $499,466 | -65.7% | 7,300 | -64.7% | 0.05% | -64.1% |
Q2 2023 | $1,456,752 | +212.3% | 20,669 | +183.1% | 0.13% | +197.7% |
Q1 2023 | $466,397 | -13.3% | 7,300 | -20.7% | 0.04% | -17.3% |
Q4 2022 | $538,200 | +1.2% | 9,200 | 0.0% | 0.05% | -5.5% |
Q3 2022 | $532,000 | -4.1% | 9,200 | 0.0% | 0.06% | 0.0% |
Q2 2022 | $555,000 | -21.1% | 9,200 | 0.0% | 0.06% | -8.3% |
Q1 2022 | $703,000 | -8.7% | 9,200 | 0.0% | 0.06% | -1.6% |
Q4 2021 | $770,000 | +13.2% | 9,200 | 0.0% | 0.06% | +1.7% |
Q3 2021 | $680,000 | +1.6% | 9,200 | 0.0% | 0.06% | +3.4% |
Q2 2021 | $669,000 | +14.0% | 9,200 | 0.0% | 0.06% | 0.0% |
Q4 2020 | $587,000 | +10.5% | 9,200 | +300.0% | 0.06% | 0.0% |
Q3 2020 | $531,000 | +11.3% | 2,300 | 0.0% | 0.06% | +3.6% |
Q2 2020 | $477,000 | +25.5% | 2,300 | 0.0% | 0.06% | +1.8% |
Q1 2020 | $380,000 | -14.6% | 2,300 | 0.0% | 0.06% | +3.8% |
Q4 2019 | $445,000 | +7.5% | 2,300 | 0.0% | 0.05% | 0.0% |
Q3 2019 | $414,000 | +0.5% | 2,300 | 0.0% | 0.05% | 0.0% |
Q2 2019 | $412,000 | -8.0% | 2,300 | -11.5% | 0.05% | -13.1% |
Q1 2019 | $448,000 | +14.3% | 2,600 | 0.0% | 0.06% | 0.0% |
Q4 2018 | $392,000 | -15.0% | 2,600 | 0.0% | 0.06% | -1.6% |
Q3 2018 | $461,000 | +4.1% | 2,600 | -4.6% | 0.06% | -3.1% |
Q2 2018 | $443,000 | -52.3% | 2,724 | -54.5% | 0.06% | -9.9% |
Q1 2018 | $928,000 | +103.1% | 5,988 | +100.0% | 0.07% | +1.4% |
Q4 2017 | $457,000 | +6.5% | 2,994 | 0.0% | 0.07% | +6.1% |
Q3 2017 | $429,000 | +4.6% | 2,994 | 0.0% | 0.07% | -2.9% |
Q2 2017 | $410,000 | +4.1% | 2,994 | 0.0% | 0.07% | +15.3% |
Q1 2017 | $394,000 | +7.9% | 2,994 | 0.0% | 0.06% | -1.7% |
Q4 2016 | $365,000 | +0.3% | 2,994 | 0.0% | 0.06% | -3.2% |
Q3 2016 | $364,000 | +4.3% | 2,994 | 0.0% | 0.06% | -1.6% |
Q2 2016 | $349,000 | +0.6% | 2,994 | 0.0% | 0.06% | +6.8% |
Q1 2016 | $347,000 | -22.4% | 2,994 | -22.4% | 0.06% | -23.4% |
Q4 2015 | $447,000 | – | 3,859 | – | 0.08% | – |
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% |