ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,526,998 | -2.9% | 22,318 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $1,572,973 | +7.8% | 22,318 | -2.3% | 0.04% | -2.7% |
Q1 2023 | $1,459,120 | +9.2% | 22,838 | 0.0% | 0.04% | -7.5% |
Q4 2022 | $1,336,023 | +1.1% | 22,838 | 0.0% | 0.04% | -13.0% |
Q3 2022 | $1,321,000 | -4.3% | 22,838 | -0.2% | 0.05% | -6.1% |
Q2 2022 | $1,381,000 | -21.7% | 22,880 | -1.0% | 0.05% | -10.9% |
Q1 2022 | $1,764,000 | -7.7% | 23,101 | +1.2% | 0.06% | -3.5% |
Q4 2021 | $1,911,000 | +13.2% | 22,838 | 0.0% | 0.06% | 0.0% |
Q3 2021 | $1,688,000 | +1.6% | 22,838 | 0.0% | 0.06% | 0.0% |
Q2 2021 | $1,661,000 | +11.7% | 22,838 | 0.0% | 0.06% | +3.6% |
Q1 2021 | $1,487,000 | +2.0% | 22,838 | 0.0% | 0.06% | -5.2% |
Q4 2020 | $1,458,000 | +8.4% | 22,838 | +292.3% | 0.06% | -1.7% |
Q3 2020 | $1,345,000 | +43.5% | 5,822 | +28.9% | 0.06% | +31.1% |
Q2 2020 | $937,000 | +20.0% | 4,517 | -4.5% | 0.04% | 0.0% |
Q1 2020 | $781,000 | -11.5% | 4,729 | +3.8% | 0.04% | +12.5% |
Q4 2019 | $882,000 | +7.6% | 4,557 | 0.0% | 0.04% | +2.6% |
Q3 2019 | $820,000 | +0.4% | 4,557 | 0.0% | 0.04% | 0.0% |
Q2 2019 | $817,000 | +3.3% | 4,557 | -0.7% | 0.04% | -4.9% |
Q1 2019 | $791,000 | +13.8% | 4,587 | -0.5% | 0.04% | +2.5% |
Q4 2018 | $695,000 | -25.0% | 4,611 | -11.9% | 0.04% | -16.7% |
Q3 2018 | $927,000 | +145.9% | 5,235 | +125.6% | 0.05% | +128.6% |
Q2 2018 | $377,000 | +5.9% | 2,320 | +1.0% | 0.02% | +5.0% |
Q1 2018 | $356,000 | +75.4% | 2,296 | +72.4% | 0.02% | +81.8% |
Q4 2017 | $203,000 | +6.3% | 1,332 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $191,000 | +1.6% | 1,332 | 0.0% | 0.01% | -21.4% |
Q2 2017 | $188,000 | -37.5% | 1,332 | -42.0% | 0.01% | -33.3% |
Q1 2017 | $301,000 | +61.0% | 2,296 | +49.9% | 0.02% | +50.0% |
Q4 2016 | $187,000 | +0.5% | 1,532 | 0.0% | 0.01% | -6.7% |
Q3 2016 | $186,000 | +3.9% | 1,532 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $179,000 | +0.6% | 1,532 | 0.0% | 0.02% | -6.2% |
Q1 2016 | $178,000 | – | 1,532 | – | 0.02% | – |
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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% |