ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,873 | +13.2% | 612 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $37,000 | -21.3% | 612 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $47,000 | +4.4% | 612 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $45,000 | 0.0% | 612 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $45,000 | +12.5% | 612 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $40,000 | +2.6% | 612 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $39,000 | +11.4% | 612 | +300.0% | 0.01% | +20.0% |
| Q3 2020 | $35,000 | +9.4% | 153 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $32,000 | +28.0% | 153 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $25,000 | -16.7% | 153 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $30,000 | +7.1% | 153 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $28,000 | +3.7% | 153 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $27,000 | +3.8% | 153 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $26,000 | – | 153 | – | 0.01% | – |
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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% |