ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,560,044 | -1.9% | 22,801 | +1.1% | 0.01% | +7.7% |
| Q2 2023 | $1,590,099 | +6.6% | 22,561 | -3.3% | 0.01% | +8.3% |
| Q1 2023 | $1,491,256 | -24.5% | 23,341 | -30.9% | 0.01% | -29.4% |
| Q4 2022 | $1,976,364 | +1.1% | 33,784 | 0.0% | 0.02% | -5.6% |
| Q3 2022 | $1,954,000 | +156.8% | 33,784 | +167.9% | 0.02% | +157.1% |
| Q2 2022 | $761,000 | -21.0% | 12,612 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $963,000 | -8.7% | 12,612 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $1,055,000 | +13.2% | 12,612 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $932,000 | +1.6% | 12,612 | 0.0% | 0.01% | +20.0% |
| Q2 2021 | $917,000 | +8.9% | 12,612 | -2.5% | 0.01% | 0.0% |
| Q1 2021 | $842,000 | -29.7% | 12,936 | -31.1% | 0.01% | -37.5% |
| Q4 2020 | $1,198,000 | +294.1% | 18,776 | +1328.9% | 0.01% | +300.0% |
| Q3 2020 | $304,000 | +11.4% | 1,314 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $273,000 | +468.8% | 1,314 | +353.1% | 0.00% | – |
| Q1 2020 | $48,000 | +45.5% | 290 | +57.6% | 0.00% | – |
| Q2 2019 | $33,000 | +312.5% | 184 | +308.9% | 0.00% | – |
| Q1 2019 | $8,000 | +166.7% | 45 | +60.7% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | -57.1% | 28 | -50.0% | 0.00% | – |
| Q2 2016 | $7,000 | +16.7% | 56 | 0.0% | 0.00% | – |
| Q1 2016 | $6,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q4 2015 | $6,000 | -95.4% | 56 | -95.4% | 0.00% | -100.0% |
| Q3 2015 | $131,000 | -4.4% | 1,213 | +0.7% | 0.00% | 0.0% |
| Q2 2015 | $137,000 | 0.0% | 1,204 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $137,000 | +2.2% | 1,204 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $134,000 | +3.9% | 1,204 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $129,000 | +1.6% | 1,204 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $127,000 | – | 1,204 | – | 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% |