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 | $219,138 | -13.0% | 3,203 | -10.3% | 0.01% | +20.0% |
| Q2 2023 | $251,743 | +10.3% | 3,572 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $228,204 | +9.2% | 3,572 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $208,952 | -69.8% | 3,572 | -70.1% | 0.01% | -67.7% |
| Q3 2022 | $692,000 | +16.1% | 11,960 | +21.2% | 0.03% | +34.8% |
| Q2 2022 | $596,000 | -36.4% | 9,870 | -19.6% | 0.02% | -39.5% |
| Q1 2022 | $937,000 | -8.8% | 12,270 | 0.0% | 0.04% | -11.6% |
| Q4 2021 | $1,027,000 | +21.5% | 12,270 | +7.3% | 0.04% | +2.4% |
| Q3 2021 | $845,000 | +7.4% | 11,434 | +5.7% | 0.04% | +7.7% |
| Q2 2021 | $787,000 | +11.8% | 10,815 | 0.0% | 0.04% | +2.6% |
| Q1 2021 | $704,000 | -99.9% | 10,815 | 0.0% | 0.04% | -5.0% |
| Q4 2020 | $690,202,000 | +15.2% | 10,815 | +317.2% | 0.04% | +2.6% |
| Q3 2020 | $598,920,000 | +111223.4% | 2,592 | 0.0% | 0.04% | +550.0% |
| Q2 2020 | $538,000 | +25.7% | 2,592 | 0.0% | 0.01% | -33.3% |
| Q1 2020 | $428,000 | – | 2,592 | – | 0.01% | – |
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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% |