ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167,287 | -2.9% | 2,445 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $172,324 | +10.3% | 2,445 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $156,211 | +9.2% | 2,445 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $143,033 | +1.4% | 2,445 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $141,000 | -8.4% | 2,445 | -4.5% | 0.01% | -8.3% |
| Q2 2022 | $154,000 | -57.6% | 2,559 | -41.1% | 0.01% | -47.8% |
| Q4 2021 | $363,000 | +55.1% | 4,341 | +37.2% | 0.02% | +35.3% |
| Q3 2021 | $234,000 | +1.7% | 3,164 | 0.0% | 0.02% | +6.2% |
| Q2 2021 | $230,000 | +11.7% | 3,164 | 0.0% | 0.02% | +6.7% |
| Q1 2021 | $206,000 | -22.8% | 3,164 | -24.2% | 0.02% | -28.6% |
| Q4 2020 | $267,000 | +662.9% | 4,176 | +2647.4% | 0.02% | +600.0% |
| Q3 2020 | $35,000 | +25.0% | 152 | +10.9% | 0.00% | 0.0% |
| Q2 2020 | $28,000 | +21.7% | 137 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $23,000 | -14.8% | 137 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | +8.0% | 137 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $25,000 | +47.1% | 137 | +42.7% | 0.00% | +100.0% |
| Q2 2019 | $17,000 | +70.0% | 96 | +71.4% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +25.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -20.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | +900.0% | 56 | +460.0% | 0.00% | – |
| Q2 2016 | $1,000 | -90.9% | 10 | -89.0% | 0.00% | -100.0% |
| Q1 2016 | $11,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $11,000 | +10.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | 0.0% | 91 | 0.0% | 0.00% | +100.0% |
| Q2 2015 | $10,000 | – | 91 | – | 0.00% | – |
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% |