ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $829,000 | -4.1% | 14,324 | 0.0% | 0.15% | +19.4% |
Q2 2022 | $864,000 | -21.0% | 14,324 | 0.0% | 0.13% | -5.8% |
Q1 2022 | $1,094,000 | -8.7% | 14,324 | 0.0% | 0.14% | +0.7% |
Q4 2021 | $1,198,000 | +15.0% | 14,324 | 0.0% | 0.14% | -1.4% |
Q3 2021 | $1,042,000 | 0.0% | 14,324 | 0.0% | 0.14% | +0.7% |
Q2 2021 | $1,042,000 | +11.7% | 14,324 | 0.0% | 0.14% | +7.0% |
Q1 2021 | $933,000 | +2.1% | 14,324 | 0.0% | 0.13% | +2.4% |
Q4 2020 | $914,000 | +10.5% | 14,324 | +300.0% | 0.12% | -1.6% |
Q3 2020 | $827,000 | +11.3% | 3,581 | 0.0% | 0.13% | +5.0% |
Q2 2020 | $743,000 | +25.7% | 3,581 | 0.0% | 0.12% | +4.3% |
Q1 2020 | $591,000 | -14.7% | 3,581 | 0.0% | 0.12% | +9.4% |
Q4 2019 | $693,000 | +7.4% | 3,581 | 0.0% | 0.11% | +1.0% |
Q3 2019 | $645,000 | +0.5% | 3,581 | 0.0% | 0.10% | -6.2% |
Q2 2019 | $642,000 | +24.2% | 3,581 | +19.4% | 0.11% | +16.7% |
Q1 2019 | $517,000 | +14.4% | 3,000 | 0.0% | 0.10% | +3.2% |
Q4 2018 | $452,000 | -15.0% | 3,000 | 0.0% | 0.09% | 0.0% |
Q3 2018 | $532,000 | +9.0% | 3,000 | 0.0% | 0.09% | 0.0% |
Q2 2018 | $488,000 | +4.9% | 3,000 | 0.0% | 0.09% | +3.3% |
Q1 2018 | $465,000 | +1.5% | 3,000 | 0.0% | 0.09% | +2.3% |
Q4 2017 | $458,000 | +6.5% | 3,000 | 0.0% | 0.09% | -3.3% |
Q3 2017 | $430,000 | – | 3,000 | – | 0.09% | – |
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% |