ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,704 | +89.9% | 54,149 | +62.4% | 0.04% | +32.1% |
| Q4 2022 | $1,951 | -99.9% | 33,352 | +23.2% | 0.03% | +64.7% |
| Q3 2022 | $1,566,000 | -82.2% | 27,077 | -81.5% | 0.02% | -82.5% |
| Q2 2022 | $8,817,000 | +229.7% | 146,106 | +357.0% | 0.10% | +546.7% |
| Q4 2021 | $2,674,000 | +151.1% | 31,969 | +121.8% | 0.02% | +150.0% |
| Q3 2021 | $1,065,000 | -58.6% | 14,415 | -64.2% | 0.01% | -88.5% |
| Q4 2020 | $2,571,000 | -36.7% | 40,292 | +129.0% | 0.05% | -55.9% |
| Q3 2020 | $4,064,000 | -21.1% | 17,591 | -29.1% | 0.12% | -23.9% |
| Q2 2020 | $5,150,000 | +69.2% | 24,824 | +34.6% | 0.16% | -20.9% |
| Q1 2020 | $3,043,000 | +19.0% | 18,441 | -17.9% | 0.20% | -83.7% |
| Q2 2015 | $2,557,000 | – | 22,462 | – | 1.20% | – |
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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% |