ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,707,610 | +0.8% | 229,576 | +3.8% | 1.16% | +4.2% |
| Q2 2023 | $15,587,233 | +11.7% | 221,158 | +1.2% | 1.11% | +11.8% |
| Q1 2023 | $13,959,761 | +6.9% | 218,497 | -2.1% | 0.99% | -1.1% |
| Q4 2022 | $13,061,603 | -7.7% | 223,275 | -8.7% | 1.00% | -14.9% |
| Q3 2022 | $14,148,000 | -8.8% | 244,560 | -4.8% | 1.18% | -4.5% |
| Q2 2022 | $15,511,000 | -19.9% | 257,021 | +1.4% | 1.24% | -4.7% |
| Q1 2022 | $19,361,000 | -5.8% | 253,484 | +3.2% | 1.30% | -3.0% |
| Q4 2021 | $20,561,000 | +64.4% | 245,735 | +42.9% | 1.34% | +36.0% |
| Q2 2021 | $12,507,000 | +580.1% | 171,971 | +508.7% | 0.98% | +455.9% |
| Q1 2021 | $1,839,000 | -0.4% | 28,252 | -2.3% | 0.18% | -7.8% |
| Q4 2020 | $1,846,000 | -56.8% | 28,924 | +56.5% | 0.19% | -41.3% |
| Q3 2020 | $4,271,000 | +78.6% | 18,481 | +60.3% | 0.33% | -9.2% |
| Q2 2020 | $2,392,000 | +3.5% | 11,530 | -3.4% | 0.36% | +23.7% |
| Q4 2019 | $2,310,000 | – | 11,931 | – | 0.29% | – |
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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% |