ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,141,000 | +13.2% | 13,636 | 0.0% | 0.32% | +3.5% |
Q3 2021 | $1,008,000 | +1.6% | 13,636 | 0.0% | 0.31% | +4.0% |
Q2 2021 | $992,000 | -2.6% | 13,636 | -12.9% | 0.30% | -7.1% |
Q1 2021 | $1,019,000 | +14.6% | 15,655 | +12.4% | 0.32% | +4.2% |
Q4 2020 | $889,000 | -21.5% | 13,930 | +184.1% | 0.31% | -25.1% |
Q3 2020 | $1,133,000 | +11.3% | 4,904 | 0.0% | 0.42% | +6.4% |
Q2 2020 | $1,018,000 | +25.8% | 4,904 | 0.0% | 0.39% | +7.7% |
Q1 2020 | $809,000 | -14.8% | 4,904 | 0.0% | 0.36% | +0.8% |
Q4 2019 | $950,000 | +32.1% | 4,904 | +22.8% | 0.36% | +13.2% |
Q3 2019 | $719,000 | +0.4% | 3,995 | 0.0% | 0.32% | +7.5% |
Q2 2019 | $716,000 | +6.2% | 3,995 | +2.2% | 0.30% | +3.5% |
Q1 2019 | $674,000 | +14.4% | 3,910 | 0.0% | 0.28% | +6.3% |
Q4 2018 | $589,000 | -15.0% | 3,910 | 0.0% | 0.27% | -3.6% |
Q3 2018 | $693,000 | +9.0% | 3,910 | 0.0% | 0.28% | +2.2% |
Q2 2018 | $636,000 | +5.0% | 3,910 | 0.0% | 0.27% | +4.2% |
Q1 2018 | $606,000 | +1.5% | 3,910 | 0.0% | 0.26% | +7.0% |
Q4 2017 | $597,000 | +11.6% | 3,910 | 0.0% | 0.24% | +16.7% |
Q3 2017 | $535,000 | 0.0% | 3,910 | 0.0% | 0.21% | 0.0% |
Q2 2017 | $535,000 | +4.1% | 3,910 | 0.0% | 0.21% | +3.0% |
Q1 2017 | $514,000 | +8.0% | 3,910 | 0.0% | 0.20% | +6.8% |
Q4 2016 | $476,000 | 0.0% | 3,910 | 0.0% | 0.19% | -1.0% |
Q3 2016 | $476,000 | +4.4% | 3,910 | 0.0% | 0.19% | +4.3% |
Q2 2016 | $456,000 | +0.7% | 3,910 | 0.0% | 0.18% | +0.5% |
Q1 2016 | $453,000 | 0.0% | 3,910 | 0.0% | 0.18% | -1.6% |
Q4 2015 | $453,000 | +7.6% | 3,910 | 0.0% | 0.19% | +5.1% |
Q3 2015 | $421,000 | -5.4% | 3,910 | 0.0% | 0.18% | -1.7% |
Q2 2015 | $445,000 | -0.2% | 3,910 | 0.0% | 0.18% | -0.6% |
Q1 2015 | $446,000 | +2.3% | 3,910 | 0.0% | 0.18% | +1.7% |
Q4 2014 | $436,000 | +4.3% | 3,910 | 0.0% | 0.18% | +1.7% |
Q3 2014 | $418,000 | +1.7% | 3,910 | 0.0% | 0.18% | +2.3% |
Q2 2014 | $411,000 | +5.4% | 3,910 | 0.0% | 0.17% | +1.2% |
Q1 2014 | $390,000 | +1.0% | 3,910 | 0.0% | 0.17% | +1.2% |
Q4 2013 | $386,000 | +10.6% | 3,910 | 0.0% | 0.17% | +8.4% |
Q3 2013 | $349,000 | +6.4% | 3,910 | 0.0% | 0.15% | +6.2% |
Q2 2013 | $328,000 | – | 3,910 | – | 0.14% | – |
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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% |