ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $278,469 | +9.1% | 4,070 | +12.3% | 0.00% | – |
Q2 2023 | $255,349 | +10.4% | 3,623 | +0.1% | 0.00% | – |
Q1 2023 | $231,346 | -59.1% | 3,621 | -62.5% | 0.00% | -100.0% |
Q4 2022 | $565,110 | +0.9% | 9,660 | -0.3% | 0.00% | 0.0% |
Q3 2022 | $560,000 | -1.9% | 9,688 | +2.4% | 0.00% | 0.0% |
Q2 2022 | $571,000 | -21.0% | 9,465 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $723,000 | +104.2% | 9,465 | +124.0% | 0.00% | – |
Q4 2021 | $354,000 | -4.6% | 4,226 | -15.9% | 0.00% | – |
Q3 2021 | $371,000 | -11.0% | 5,024 | -12.4% | 0.00% | – |
Q2 2021 | $417,000 | +13.9% | 5,732 | -87.6% | 0.00% | – |
Q1 2021 | $366,000 | -71.7% | 46,069 | +126.9% | 0.00% | -100.0% |
Q4 2020 | $1,295,000 | +307.2% | 20,300 | +1376.4% | 0.00% | – |
Q3 2020 | $318,000 | +11.6% | 1,375 | 0.0% | 0.00% | – |
Q2 2020 | $285,000 | -6.6% | 1,375 | -25.5% | 0.00% | – |
Q1 2020 | $305,000 | +14.7% | 1,846 | +34.3% | 0.00% | – |
Q4 2019 | $266,000 | +31.0% | 1,375 | +21.1% | 0.00% | – |
Q2 2019 | $203,000 | -31.2% | 1,135 | -33.6% | 0.00% | – |
Q1 2019 | $295,000 | +14.3% | 1,710 | 0.0% | 0.00% | – |
Q4 2018 | $258,000 | -29.7% | 1,710 | -17.4% | 0.00% | – |
Q3 2018 | $367,000 | +18.8% | 2,071 | +9.0% | 0.00% | – |
Q2 2018 | $309,000 | -5.2% | 1,900 | -28.9% | 0.00% | – |
Q4 2016 | $326,000 | – | 2,673 | – | 0.00% | – |
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% |