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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,219 | -3.3% | 7,691 | -0.4% | 0.03% | 0.0% |
| Q2 2023 | $544,389 | +13.7% | 7,724 | +3.1% | 0.03% | +7.4% |
| Q1 2023 | $478,793 | +42.6% | 7,494 | +30.5% | 0.03% | +35.0% |
| Q4 2022 | $335,848 | -23.1% | 5,741 | -24.2% | 0.02% | -28.6% |
| Q3 2022 | $437,000 | -16.9% | 7,573 | -13.1% | 0.03% | -12.5% |
| Q2 2022 | $526,000 | -21.0% | 8,713 | 0.0% | 0.03% | -5.9% |
| Q1 2022 | $666,000 | -9.8% | 8,713 | -1.1% | 0.03% | -2.9% |
| Q4 2021 | $738,000 | +19.4% | 8,810 | +5.3% | 0.04% | +6.1% |
| Q3 2021 | $618,000 | -13.1% | 8,367 | -14.4% | 0.03% | -13.2% |
| Q2 2021 | $711,000 | +2.6% | 9,774 | -8.1% | 0.04% | -5.0% |
| Q1 2021 | $693,000 | -5.5% | 10,638 | -7.3% | 0.04% | -11.1% |
| Q4 2020 | $733,000 | +1.8% | 11,478 | +268.5% | 0.04% | -8.2% |
| Q3 2020 | $720,000 | +0.7% | 3,115 | -9.6% | 0.05% | -7.5% |
| Q2 2020 | $715,000 | +25.9% | 3,446 | 0.0% | 0.05% | +3.9% |
| Q1 2020 | $568,000 | -15.9% | 3,446 | -1.1% | 0.05% | +4.1% |
| Q4 2019 | $675,000 | +3.4% | 3,486 | -3.9% | 0.05% | -3.9% |
| Q3 2019 | $653,000 | +24.1% | 3,628 | +23.8% | 0.05% | +21.4% |
| Q2 2019 | $526,000 | +4.2% | 2,930 | 0.0% | 0.04% | -2.3% |
| Q1 2019 | $505,000 | +6.8% | 2,930 | -6.8% | 0.04% | -4.4% |
| Q4 2018 | $473,000 | -16.0% | 3,145 | -0.9% | 0.04% | -2.2% |
| Q3 2018 | $563,000 | +9.1% | 3,175 | 0.0% | 0.05% | +2.2% |
| Q2 2018 | $516,000 | +46.2% | 3,175 | +39.7% | 0.04% | +45.2% |
| Q1 2018 | $353,000 | +12.1% | 2,273 | +10.2% | 0.03% | +6.9% |
| Q4 2017 | $315,000 | +4.7% | 2,062 | -1.9% | 0.03% | 0.0% |
| Q3 2017 | $301,000 | 0.0% | 2,102 | -4.6% | 0.03% | -3.3% |
| Q2 2017 | $301,000 | +9.1% | 2,203 | +4.8% | 0.03% | +11.1% |
| Q1 2017 | $276,000 | +11.3% | 2,102 | +3.2% | 0.03% | +3.8% |
| Q4 2016 | $248,000 | +65.3% | 2,036 | +64.7% | 0.03% | +62.5% |
| Q3 2016 | $150,000 | +4.2% | 1,236 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $144,000 | +6.7% | 1,236 | +6.0% | 0.02% | +6.7% |
| Q1 2016 | $135,000 | +66.7% | 1,166 | +65.9% | 0.02% | +66.7% |
| Q4 2015 | $81,000 | +6.6% | 703 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $76,000 | -5.0% | 703 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $80,000 | 0.0% | 703 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $80,000 | +2.6% | 703 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $78,000 | +4.0% | 703 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $75,000 | +1.4% | 703 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $74,000 | +5.7% | 703 | 0.0% | 0.01% | -18.2% |
| Q1 2014 | $70,000 | +1.4% | 703 | 0.0% | 0.01% | +10.0% |
| Q4 2013 | $69,000 | +9.5% | 703 | 0.0% | 0.01% | +11.1% |
| Q3 2013 | $63,000 | +3.3% | 703 | -3.8% | 0.01% | -10.0% |
| Q2 2013 | $61,000 | – | 731 | – | 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% |