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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $137,000 | -9.3% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $151,000 | -2.6% | 1,800 | -14.3% | 0.01% | -14.3% |
| Q3 2021 | $155,000 | +18.3% | 2,100 | +16.7% | 0.01% | +16.7% |
| Q2 2021 | $131,000 | +12.0% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $117,000 | +1.7% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $115,000 | +10.6% | 1,800 | +300.0% | 0.01% | -7.7% |
| Q3 2020 | $104,000 | +11.8% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $93,000 | -84.6% | 450 | -87.7% | 0.01% | -87.9% |
| Q1 2020 | $605,000 | -29.1% | 3,664 | -16.8% | 0.11% | -15.1% |
| Q4 2019 | $853,000 | +7.6% | 4,404 | 0.0% | 0.13% | -6.0% |
| Q3 2019 | $793,000 | +0.5% | 4,404 | 0.0% | 0.13% | -6.9% |
| Q2 2019 | $789,000 | +4.0% | 4,404 | 0.0% | 0.14% | -4.6% |
| Q1 2019 | $759,000 | +14.3% | 4,404 | 0.0% | 0.15% | +2.0% |
| Q4 2018 | $664,000 | -14.9% | 4,404 | 0.0% | 0.15% | +2.1% |
| Q3 2018 | $780,000 | +8.9% | 4,404 | 0.0% | 0.14% | +2.8% |
| Q2 2018 | $716,000 | -26.9% | 4,404 | -30.2% | 0.14% | -28.8% |
| Q1 2018 | $979,000 | +5.5% | 6,313 | +4.0% | 0.20% | +1.5% |
| Q4 2017 | $928,000 | +6.5% | 6,073 | 0.0% | 0.20% | +0.5% |
| Q3 2017 | $871,000 | +4.8% | 6,073 | 0.0% | 0.19% | +0.5% |
| Q2 2017 | $831,000 | +4.0% | 6,073 | 0.0% | 0.19% | +3.2% |
| Q1 2017 | $799,000 | +8.0% | 6,073 | 0.0% | 0.19% | +2.2% |
| Q4 2016 | $740,000 | +4011.1% | 6,073 | +3948.7% | 0.18% | +3560.0% |
| Q3 2016 | $18,000 | +5.9% | 150 | 0.0% | 0.01% | +25.0% |
| Q2 2016 | $17,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $17,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $17,000 | +6.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $16,000 | -5.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $17,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | 0.0% | 150 | 0.0% | 0.00% | -20.0% |
| Q4 2014 | $17,000 | +6.2% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $16,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $16,000 | +6.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $15,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $15,000 | +15.4% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $13,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $13,000 | – | 150 | – | 0.01% | – |
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% |