ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 498 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,471,394 | -25.1% | 65,879 | +0.2% | 0.54% | -11.7% |
| Q2 2023 | $4,632,956 | +7.4% | 65,735 | -2.7% | 0.61% | +5.9% |
| Q1 2023 | $4,314,361 | +8.1% | 67,528 | -1.0% | 0.57% | +6.1% |
| Q4 2022 | $3,990,789 | -4.5% | 68,219 | -4.1% | 0.54% | -10.1% |
| Q3 2022 | $4,179,000 | -2.7% | 71,153 | +4.1% | 0.60% | +3.3% |
| Q2 2022 | $4,296,000 | -22.6% | 68,328 | -7.8% | 0.58% | -11.5% |
| Q1 2022 | $5,553,000 | -4.9% | 74,070 | +4.4% | 0.66% | +3.3% |
| Q4 2021 | $5,841,000 | -18.6% | 70,982 | -25.5% | 0.64% | -10.6% |
| Q3 2021 | $7,173,000 | +22.9% | 95,250 | +19.6% | 0.71% | +9.7% |
| Q2 2021 | $5,837,000 | +5.8% | 79,646 | -3.7% | 0.65% | +5.0% |
| Q1 2021 | $5,517,000 | +61.3% | 82,715 | +54.3% | 0.62% | +24.7% |
| Q4 2020 | $3,420,000 | -34.2% | 53,595 | +14.8% | 0.50% | -25.9% |
| Q3 2020 | $5,196,000 | -4.4% | 46,670 | +86.4% | 0.67% | +103.3% |
| Q2 2020 | $5,433,000 | +43.7% | 25,036 | +12.1% | 0.33% | -42.3% |
| Q1 2020 | $3,781,000 | -20.1% | 22,336 | -6.9% | 0.57% | -9.9% |
| Q4 2019 | $4,735,000 | +6.3% | 23,993 | +1.8% | 0.64% | +8.0% |
| Q3 2019 | $4,456,000 | -1.0% | 23,568 | -1.3% | 0.59% | -8.4% |
| Q2 2019 | $4,500,000 | -2.6% | 23,872 | -4.8% | 0.64% | -4.3% |
| Q1 2019 | $4,618,000 | +30.5% | 25,063 | +32.3% | 0.67% | +25.2% |
| Q4 2018 | $3,540,000 | +8.4% | 18,945 | +7.7% | 0.54% | +7.8% |
| Q3 2018 | $3,265,000 | -5.7% | 17,595 | -13.9% | 0.50% | -9.0% |
| Q2 2018 | $3,463,000 | -0.6% | 20,425 | -0.5% | 0.55% | -8.5% |
| Q1 2018 | $3,485,000 | -66.0% | 20,535 | -69.4% | 0.60% | -57.3% |
| Q4 2017 | $10,260,000 | +4.5% | 67,159 | -1.9% | 1.40% | +0.8% |
| Q3 2017 | $9,817,000 | +9.7% | 68,446 | +4.7% | 1.39% | +5.3% |
| Q2 2017 | $8,948,000 | -5.3% | 65,388 | -8.9% | 1.32% | -10.9% |
| Q1 2017 | $9,445,000 | +15.4% | 71,815 | +6.9% | 1.48% | +5.5% |
| Q4 2016 | $8,182,000 | +11.5% | 67,180 | +11.4% | 1.40% | +7.8% |
| Q3 2016 | $7,338,000 | -18.6% | 60,312 | -22.0% | 1.30% | -22.0% |
| Q2 2016 | $9,018,000 | +14.5% | 77,356 | +13.8% | 1.67% | +13.8% |
| Q1 2016 | $7,874,000 | 0.0% | 67,993 | 0.0% | 1.46% | 0.0% |
| Q4 2015 | $7,874,000 | +12.4% | 67,993 | +4.7% | 1.46% | +15.4% |
| Q3 2015 | $7,004,000 | -2.7% | 64,971 | +2.8% | 1.27% | +7.2% |
| Q2 2015 | $7,198,000 | +12.2% | 63,217 | +12.3% | 1.18% | +11.8% |
| Q1 2015 | $6,414,000 | +55.3% | 56,285 | +52.1% | 1.06% | +1.4% |
| Q4 2014 | $4,130,000 | +17.9% | 37,009 | +12.8% | 1.04% | -14.2% |
| Q3 2014 | $3,503,000 | +199.1% | 32,800 | +194.5% | 1.22% | +191.8% |
| Q2 2014 | $1,171,000 | +420.4% | 11,137 | +393.7% | 0.42% | +379.3% |
| Q1 2014 | $225,000 | +1.4% | 2,256 | 0.0% | 0.09% | +16.0% |
| Q4 2013 | $222,000 | +10.4% | 2,256 | +0.0% | 0.08% | +2.7% |
| Q3 2013 | $201,000 | – | 2,255 | – | 0.07% | – |
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% |