ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $254,000 | -16.2% | 3,325 | -8.1% | 0.08% | -8.4% |
| Q4 2021 | $303,000 | +3.4% | 3,620 | -8.8% | 0.08% | +18.6% |
| Q3 2021 | $293,000 | +1.7% | 3,969 | +0.1% | 0.07% | +6.1% |
| Q2 2021 | $288,000 | -1.4% | 3,964 | -11.7% | 0.07% | -7.0% |
| Q1 2021 | $292,000 | +0.7% | 4,488 | -1.2% | 0.07% | -6.6% |
| Q4 2020 | $290,000 | +31.2% | 4,544 | +374.8% | 0.08% | +16.9% |
| Q3 2020 | $221,000 | -27.5% | 957 | -39.2% | 0.06% | -39.3% |
| Q4 2019 | $305,000 | -26.9% | 1,574 | -32.1% | 0.11% | -20.1% |
| Q3 2019 | $417,000 | +0.5% | 2,318 | +0.2% | 0.13% | +2.3% |
| Q2 2019 | $415,000 | +4.3% | 2,313 | +0.2% | 0.13% | +15.9% |
| Q1 2019 | $398,000 | +9.0% | 2,308 | -4.8% | 0.11% | -18.7% |
| Q4 2018 | $365,000 | -11.6% | 2,424 | +3.9% | 0.14% | -1.4% |
| Q3 2018 | $413,000 | +93.9% | 2,333 | +78.0% | 0.14% | +72.0% |
| Q2 2018 | $213,000 | -82.5% | 1,311 | -87.5% | 0.08% | -85.6% |
| Q4 2015 | $1,214,000 | +21.8% | 10,480 | +13.3% | 0.57% | +15.9% |
| Q3 2015 | $997,000 | +8.8% | 9,247 | +15.0% | 0.49% | +34.2% |
| Q2 2015 | $916,000 | -13.7% | 8,043 | -13.6% | 0.36% | -15.5% |
| Q1 2015 | $1,061,000 | +40.5% | 9,312 | +37.8% | 0.43% | +50.0% |
| Q4 2014 | $755,000 | +135.9% | 6,760 | +125.6% | 0.29% | +134.1% |
| Q3 2014 | $320,000 | – | 2,997 | – | 0.12% | – |
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% |