ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 618 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15 | -6.2% | 220 | 0.0% | 0.00% | – |
| Q2 2023 | $16 | +14.3% | 220 | 0.0% | 0.00% | – |
| Q1 2023 | $14 | -100.0% | 220 | -80.4% | 0.00% | -100.0% |
| Q3 2021 | $83,000 | +2.5% | 1,120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $81,000 | +11.0% | 1,120 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $73,000 | -29.8% | 1,120 | +93.1% | 0.00% | -50.0% |
| Q4 2020 | $104,000 | +60.0% | 580 | +107.1% | 0.00% | 0.0% |
| Q3 2020 | $65,000 | +12.1% | 280 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $58,000 | +26.1% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $46,000 | -14.8% | 280 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $54,000 | +8.0% | 280 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $50,000 | -51.9% | 280 | -51.7% | 0.00% | -50.0% |
| Q2 2019 | $104,000 | +4.0% | 580 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $100,000 | +14.9% | 580 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $87,000 | -15.5% | 580 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $103,000 | +9.6% | 580 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $94,000 | +4.4% | 580 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $90,000 | +1.1% | 580 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $89,000 | +7.2% | 580 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $83,000 | +5.1% | 580 | 0.0% | 0.01% | +16.7% |
| Q2 2017 | $79,000 | +3.9% | 580 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $76,000 | +7.0% | 580 | 0.0% | 0.01% | -30.0% |
| Q4 2016 | $71,000 | +1.4% | 580 | 0.0% | 0.01% | +11.1% |
| Q3 2016 | $70,000 | +2.9% | 580 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $68,000 | +1.5% | 580 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $67,000 | – | 580 | – | 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% |