ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,227,892 | +5.8% | 32,562 | +9.0% | 0.01% | +20.0% |
| Q2 2023 | $2,105,520 | +10.5% | 29,874 | +0.2% | 0.01% | +11.1% |
| Q1 2023 | $1,904,944 | +781.9% | 29,816 | +1055.7% | 0.01% | +800.0% |
| Q4 2021 | $216,000 | -11.8% | 2,580 | -31.5% | 0.00% | 0.0% |
| Q1 2021 | $245,000 | +2.1% | 3,764 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $240,000 | -88.6% | 3,764 | -73.1% | 0.00% | -92.9% |
| Q4 2018 | $2,105,000 | -33.5% | 13,974 | -21.8% | 0.01% | -17.6% |
| Q3 2018 | $3,167,000 | +38.7% | 17,878 | +27.3% | 0.02% | +21.4% |
| Q2 2018 | $2,284,000 | +59.7% | 14,047 | +52.4% | 0.01% | +55.6% |
| Q1 2018 | $1,430,000 | +445.8% | 9,218 | +436.6% | 0.01% | +800.0% |
| Q4 2017 | $262,000 | – | 1,718 | – | 0.00% | – |
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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% |