ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,967,645 | -1.5% | 43,374 | +1.5% | 0.05% | +1.9% |
Q2 2023 | $3,012,728 | +10.2% | 42,752 | -0.1% | 0.05% | +4.0% |
Q1 2023 | $2,733,996 | +9.1% | 42,799 | -0.1% | 0.05% | +2.0% |
Q4 2022 | $2,506,665 | +1.2% | 42,849 | 0.0% | 0.05% | -5.8% |
Q3 2022 | $2,478,000 | -3.4% | 42,849 | +0.8% | 0.05% | 0.0% |
Q2 2022 | $2,566,000 | -14.2% | 42,519 | +8.6% | 0.05% | +4.0% |
Q1 2022 | $2,991,000 | -8.7% | 39,156 | 0.0% | 0.05% | -5.7% |
Q4 2021 | $3,276,000 | +14.4% | 39,156 | +1.1% | 0.05% | +1.9% |
Q3 2021 | $2,863,000 | +1.6% | 38,748 | 0.0% | 0.05% | +4.0% |
Q2 2021 | $2,818,000 | +22.6% | 38,748 | +9.8% | 0.05% | +11.1% |
Q1 2021 | $2,298,000 | +2.0% | 35,284 | 0.0% | 0.04% | -6.2% |
Q4 2020 | $2,252,000 | +10.5% | 35,284 | +300.0% | 0.05% | -2.0% |
Q3 2020 | $2,038,000 | +11.4% | 8,821 | 0.0% | 0.05% | -3.9% |
Q2 2020 | $1,830,000 | +18.8% | 8,821 | -5.5% | 0.05% | +2.0% |
Q1 2020 | $1,540,000 | -14.7% | 9,331 | 0.0% | 0.05% | +6.4% |
Q4 2019 | $1,806,000 | +20.4% | 9,331 | +12.0% | 0.05% | +9.3% |
Q3 2019 | $1,500,000 | +4.2% | 8,331 | +3.7% | 0.04% | +2.4% |
Q2 2019 | $1,440,000 | -49.6% | 8,031 | -51.6% | 0.04% | -51.7% |
Q1 2019 | $2,859,000 | +25.6% | 16,584 | +9.7% | 0.09% | +11.5% |
Q4 2018 | $2,277,000 | -13.2% | 15,113 | +2.0% | 0.08% | -4.9% |
Q3 2018 | $2,624,000 | +10.5% | 14,811 | +1.4% | 0.08% | +5.1% |
Q2 2018 | $2,375,000 | +4.0% | 14,603 | -0.8% | 0.08% | +1.3% |
Q1 2018 | $2,284,000 | +40.3% | 14,728 | +38.2% | 0.08% | +35.1% |
Q4 2017 | $1,628,000 | +475.3% | 10,654 | +440.3% | 0.06% | +470.0% |
Q3 2017 | $283,000 | +11.9% | 1,972 | +6.8% | 0.01% | 0.0% |
Q2 2017 | $253,000 | +4.1% | 1,847 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $243,000 | +8.0% | 1,847 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $225,000 | 0.0% | 1,847 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $225,000 | +4.7% | 1,847 | 0.0% | 0.01% | +11.1% |
Q2 2016 | $215,000 | +0.5% | 1,847 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $214,000 | 0.0% | 1,847 | 0.0% | 0.01% | -10.0% |
Q4 2015 | $214,000 | +7.5% | 1,847 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $199,000 | -5.2% | 1,847 | 0.0% | 0.01% | +11.1% |
Q2 2015 | $210,000 | 0.0% | 1,847 | 0.0% | 0.01% | -10.0% |
Q1 2015 | $210,000 | +1.9% | 1,847 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $206,000 | +4.6% | 1,847 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $197,000 | +1.5% | 1,847 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $194,000 | -2.0% | 1,847 | -6.8% | 0.01% | 0.0% |
Q1 2014 | $198,000 | +1.0% | 1,982 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $196,000 | +12.0% | 1,982 | +1.1% | 0.01% | +11.1% |
Q3 2013 | $175,000 | +6.1% | 1,960 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $165,000 | – | 1,960 | – | 0.01% | – |
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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% |