ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 575 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,049,196 | +56.4% | 52,123 | +54.6% | 0.15% | +61.3% |
| Q3 2022 | $1,950,000 | +43.0% | 33,706 | +49.2% | 0.09% | +40.9% |
| Q2 2022 | $1,364,000 | +2.5% | 22,594 | +29.7% | 0.07% | +8.2% |
| Q1 2022 | $1,331,000 | -1.0% | 17,423 | +8.5% | 0.06% | -17.6% |
| Q4 2021 | $1,344,000 | +53.4% | 16,062 | +35.5% | 0.07% | +68.2% |
| Q3 2021 | $876,000 | +77.7% | 11,851 | +74.7% | 0.04% | +131.6% |
| Q2 2021 | $493,000 | -92.6% | 6,782 | -76.4% | 0.02% | -95.8% |
| Q3 2020 | $6,652,000 | +1655.1% | 28,786 | +1477.3% | 0.45% | +1856.5% |
| Q2 2020 | $379,000 | -89.6% | 1,825 | -91.7% | 0.02% | -94.7% |
| Q1 2020 | $3,632,000 | +281.5% | 22,003 | +347.4% | 0.44% | +544.1% |
| Q4 2019 | $952,000 | +26.3% | 4,918 | +17.5% | 0.07% | +19.3% |
| Q3 2019 | $754,000 | +67.2% | 4,187 | +66.3% | 0.06% | +83.9% |
| Q2 2019 | $451,000 | -12.3% | 2,517 | -15.5% | 0.03% | +6.9% |
| Q1 2019 | $514,000 | +67.4% | 2,980 | +46.2% | 0.03% | +20.8% |
| Q4 2018 | $307,000 | -66.6% | 2,039 | -68.1% | 0.02% | -47.8% |
| Q3 2017 | $918,000 | -86.6% | 6,400 | -87.2% | 0.05% | -87.6% |
| Q2 2017 | $6,843,000 | +20.1% | 50,000 | +6.8% | 0.37% | -1.6% |
| Q4 2016 | $5,700,000 | – | 46,800 | – | 0.38% | – |
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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% |