ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,694,462 | -2.9% | 127,075 | 0.0% | 0.80% | -3.8% |
| Q2 2023 | $8,956,236 | +10.5% | 127,075 | +0.2% | 0.84% | +2.8% |
| Q1 2023 | $8,101,589 | +13.4% | 126,805 | +3.8% | 0.81% | +6.6% |
| Q4 2022 | $7,143,229 | +4.9% | 122,106 | +3.7% | 0.76% | +0.7% |
| Q3 2022 | $6,812,000 | -3.9% | 117,748 | +0.3% | 0.76% | +1.3% |
| Q2 2022 | $7,088,000 | -20.7% | 117,452 | +0.3% | 0.75% | -5.3% |
| Q1 2022 | $8,941,000 | -8.7% | 117,063 | 0.0% | 0.79% | +1.7% |
| Q4 2021 | $9,795,000 | +13.3% | 117,063 | +0.1% | 0.78% | +4.2% |
| Q3 2021 | $8,643,000 | +1.8% | 116,933 | +0.2% | 0.74% | +3.0% |
| Q2 2021 | $8,488,000 | +4.1% | 116,709 | +0.1% | 0.72% | +2.4% |
| Q1 2021 | $8,154,000 | +9.1% | 116,572 | -0.5% | 0.71% | -0.8% |
| Q4 2020 | $7,477,000 | +11.0% | 117,157 | +301.8% | 0.71% | -2.6% |
| Q3 2020 | $6,738,000 | – | 29,157 | – | 0.73% | – |
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% |