ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,800 | -2.9% | 84,778 | +0.0% | 3.10% | +0.3% |
| Q2 2023 | $5,974 | +10.2% | 84,758 | -0.1% | 3.09% | +5.4% |
| Q1 2023 | $5,419 | +5.6% | 84,825 | -3.3% | 2.93% | +2.7% |
| Q4 2022 | $5,132 | -99.9% | 87,724 | -1.8% | 2.85% | +0.2% |
| Q3 2022 | $5,169,000 | -5.2% | 89,345 | -1.1% | 2.85% | +0.6% |
| Q2 2022 | $5,452,000 | -21.2% | 90,345 | -0.3% | 2.83% | -7.3% |
| Q1 2022 | $6,921,000 | -9.6% | 90,616 | -1.0% | 3.06% | -4.7% |
| Q4 2021 | $7,657,000 | +10.1% | 91,515 | -2.8% | 3.21% | +2.9% |
| Q3 2021 | $6,956,000 | +1.7% | 94,118 | +0.1% | 3.12% | +0.3% |
| Q2 2021 | $6,838,000 | +8.0% | 94,018 | -3.3% | 3.11% | +2.4% |
| Q1 2021 | $6,331,000 | -1.7% | 97,241 | -3.6% | 3.04% | -4.6% |
| Q4 2020 | $6,439,000 | +13.0% | 100,891 | +309.2% | 3.18% | -4.2% |
| Q3 2020 | $5,698,000 | +11.3% | 24,656 | -0.1% | 3.32% | +2.3% |
| Q2 2020 | $5,121,000 | +23.7% | 24,681 | -1.6% | 3.25% | +4.2% |
| Q1 2020 | $4,140,000 | -18.5% | 25,081 | -4.4% | 3.12% | +1.5% |
| Q4 2019 | $5,082,000 | +2.8% | 26,246 | -4.4% | 3.07% | -8.4% |
| Q3 2019 | $4,942,000 | -1.2% | 27,452 | -1.7% | 3.35% | -3.3% |
| Q2 2019 | $5,004,000 | -23.8% | 27,917 | -26.8% | 3.46% | -29.2% |
| Q1 2019 | $6,569,000 | +11.1% | 38,112 | -2.8% | 4.89% | +1.5% |
| Q4 2018 | $5,911,000 | -15.7% | 39,229 | -0.9% | 4.82% | +1.3% |
| Q3 2018 | $7,015,000 | +9.9% | 39,593 | +0.8% | 4.76% | +3.7% |
| Q2 2018 | $6,385,000 | +1.1% | 39,267 | -3.6% | 4.59% | -1.0% |
| Q1 2018 | $6,317,000 | -3.7% | 40,738 | -5.1% | 4.63% | -2.2% |
| Q4 2017 | $6,561,000 | +4.0% | 42,948 | -2.4% | 4.74% | +0.9% |
| Q3 2017 | $6,309,000 | -4.2% | 43,989 | -8.6% | 4.69% | -4.4% |
| Q2 2017 | $6,586,000 | +0.8% | 48,126 | -3.2% | 4.91% | -0.3% |
| Q1 2017 | $6,536,000 | +5.3% | 49,696 | -2.5% | 4.93% | +1.9% |
| Q4 2016 | $6,205,000 | -5.5% | 50,946 | -5.6% | 4.84% | -9.5% |
| Q3 2016 | $6,564,000 | +4.8% | 53,955 | +0.4% | 5.34% | +0.0% |
| Q2 2016 | $6,265,000 | -5.9% | 53,744 | -6.4% | 5.34% | -7.4% |
| Q1 2016 | $6,655,000 | -1.9% | 57,421 | -2.0% | 5.76% | -3.3% |
| Q4 2015 | $6,783,000 | +7.8% | 58,574 | +0.3% | 5.96% | +2.0% |
| Q3 2015 | $6,294,000 | -3.8% | 58,388 | +1.6% | 5.84% | +3.9% |
| Q2 2015 | $6,545,000 | +34.9% | 57,484 | +35.1% | 5.62% | +32.0% |
| Q1 2015 | $4,850,000 | +5.7% | 42,560 | +3.5% | 4.26% | +2.4% |
| Q4 2014 | $4,588,000 | – | 41,110 | – | 4.16% | – |
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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% |