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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $239,759 | +10.4% | 3,402 | +0.1% | 0.01% | 0.0% |
Q1 2023 | $217,079 | +6.4% | 3,398 | +0.3% | 0.01% | -10.0% |
Q2 2022 | $204,000 | -21.5% | 3,388 | -0.5% | 0.01% | -28.6% |
Q1 2022 | $260,000 | +7.9% | 3,406 | +18.5% | 0.01% | +27.3% |
Q4 2021 | $241,000 | -19.4% | 2,875 | +65.5% | 0.01% | -52.2% |
Q1 2019 | $299,000 | +41.0% | 1,737 | +45.4% | 0.02% | +35.3% |
Q3 2018 | $212,000 | +2.9% | 1,195 | -10.0% | 0.02% | -15.0% |
Q1 2018 | $206,000 | – | 1,328 | – | 0.02% | – |
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% |