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 | $355,305 | -4.1% | 5,193 | -1.2% | 0.04% | 0.0% |
| Q2 2023 | $370,584 | +11.3% | 5,258 | +0.9% | 0.04% | +8.6% |
| Q1 2023 | $333,059 | +15.2% | 5,213 | +5.5% | 0.04% | +6.1% |
| Q4 2022 | $289,166 | +1.1% | 4,943 | 0.0% | 0.03% | -8.3% |
| Q3 2022 | $286,000 | +5.5% | 4,943 | +10.0% | 0.04% | +9.1% |
| Q2 2022 | $271,000 | -21.0% | 4,493 | 0.0% | 0.03% | -17.5% |
| Q1 2022 | $343,000 | -8.8% | 4,493 | 0.0% | 0.04% | -16.7% |
| Q4 2021 | $376,000 | +13.3% | 4,493 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $332,000 | +1.5% | 4,493 | 0.0% | 0.05% | -5.9% |
| Q2 2021 | $327,000 | +14.3% | 4,493 | +2.5% | 0.05% | +4.1% |
| Q1 2021 | $286,000 | +11.3% | 4,385 | +9.1% | 0.05% | +2.1% |
| Q4 2020 | $257,000 | +110.7% | 4,020 | +302.0% | 0.05% | +37.1% |
| Q3 2016 | $122,000 | -66.2% | 1,000 | -67.7% | 0.04% | -67.6% |
| Q2 2016 | $361,000 | – | 3,100 | – | 0.11% | – |
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% |