ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $182,643 | +9.8% | 2,432 | 0.0% | 0.01% | 0.0% |
Q3 2023 | $166,397 | -2.9% | 2,432 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $171,407 | +10.3% | 2,432 | 0.0% | 0.01% | +25.0% |
Q1 2023 | $155,380 | +9.2% | 2,432 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $142,272 | -24.3% | 2,432 | -25.3% | 0.00% | -33.3% |
Q3 2022 | $188,000 | +27.9% | 3,255 | +33.8% | 0.01% | +20.0% |
Q2 2022 | $147,000 | -21.0% | 2,432 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $186,000 | -10.1% | 2,432 | -1.8% | 0.01% | -16.7% |
Q4 2021 | $207,000 | +13.1% | 2,477 | 0.0% | 0.01% | +20.0% |
Q3 2021 | $183,000 | +3.4% | 2,477 | +1.9% | 0.01% | 0.0% |
Q2 2021 | $177,000 | +12.0% | 2,432 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $158,000 | +1.9% | 2,432 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $155,000 | +10.7% | 2,432 | +300.0% | 0.01% | 0.0% |
Q3 2020 | $140,000 | +11.1% | 608 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $126,000 | +26.0% | 608 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $100,000 | -15.3% | 608 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $118,000 | +8.3% | 608 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $109,000 | 0.0% | 608 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $109,000 | +3.8% | 608 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $105,000 | +14.1% | 608 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $92,000 | -14.8% | 608 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $108,000 | +9.1% | 608 | 0.0% | 0.01% | +25.0% |
Q2 2018 | $99,000 | +5.3% | 608 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $94,000 | +1.1% | 608 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $93,000 | +6.9% | 608 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $87,000 | +4.8% | 608 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $83,000 | +3.8% | 608 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $80,000 | +8.1% | 608 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $74,000 | – | 608 | – | 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% |