ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $580 | -3.0% | 8,490 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $598 | -1.6% | 8,490 | -10.8% | 0.00% | 0.0% |
| Q1 2023 | $608 | +9.4% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $556 | -99.9% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $550,000 | -4.2% | 9,520 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $574,000 | -26.9% | 9,520 | -7.4% | 0.00% | 0.0% |
| Q1 2022 | $785,000 | -8.7% | 10,280 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $860,000 | +13.3% | 10,280 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $759,000 | +1.6% | 10,280 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $747,000 | -4.0% | 10,280 | -14.0% | 0.00% | 0.0% |
| Q1 2021 | $778,000 | +2.0% | 11,960 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $763,000 | +10.6% | 11,960 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $690,000 | +11.3% | 2,990 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $620,000 | +23.8% | 2,990 | -1.6% | 0.00% | 0.0% |
| Q1 2020 | $501,000 | -14.8% | 3,040 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $588,000 | +7.5% | 3,040 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $547,000 | +0.6% | 3,040 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $544,000 | -21.6% | 3,040 | -24.6% | 0.00% | 0.0% |
| Q1 2019 | $694,000 | +14.3% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $607,000 | -14.9% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $713,000 | +8.9% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $655,000 | +5.0% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $624,000 | +1.5% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $615,000 | +6.6% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $577,000 | +4.7% | 4,030 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $551,000 | -4.0% | 4,030 | -7.7% | 0.00% | 0.0% |
| Q1 2017 | $574,000 | +8.1% | 4,365 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $531,000 | 0.0% | 4,365 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $531,000 | +4.5% | 4,365 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $508,000 | -6.1% | 4,365 | -6.6% | 0.00% | 0.0% |
| Q1 2016 | $541,000 | -36.4% | 4,675 | -36.4% | 0.00% | -50.0% |
| Q4 2015 | $850,000 | +3.8% | 7,345 | -3.4% | 0.00% | 0.0% |
| Q3 2015 | $819,000 | -44.0% | 7,605 | -40.8% | 0.00% | -33.3% |
| Q2 2015 | $1,463,000 | +131.9% | 12,852 | +132.0% | 0.00% | +200.0% |
| Q1 2015 | $631,000 | -21.8% | 5,540 | -23.5% | 0.00% | -50.0% |
| Q4 2014 | $807,000 | +4.4% | 7,240 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $773,000 | +1.6% | 7,240 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $761,000 | -0.8% | 7,240 | -5.8% | 0.00% | 0.0% |
| Q1 2014 | $767,000 | +1.2% | 7,685 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $758,000 | +10.5% | 7,685 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $686,000 | +6.4% | 7,685 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $645,000 | – | 7,685 | – | 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% |