ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,236 | +15.4% | 7,991 | +18.6% | 0.04% | +15.2% |
| Q2 2023 | $474,895 | +5.8% | 6,738 | -4.1% | 0.03% | +3.1% |
| Q1 2023 | $448,892 | +9.2% | 7,026 | 0.0% | 0.03% | -3.0% |
| Q4 2022 | $411,021 | -0.7% | 7,026 | 0.0% | 0.03% | -13.2% |
| Q3 2022 | $414,000 | -11.7% | 7,026 | -9.6% | 0.04% | +11.8% |
| Q2 2022 | $469,000 | -21.0% | 7,776 | 0.0% | 0.03% | -19.0% |
| Q1 2022 | $594,000 | +7.6% | 7,776 | +18.0% | 0.04% | +20.0% |
| Q4 2021 | $552,000 | +13.1% | 6,592 | 0.0% | 0.04% | +6.1% |
| Q3 2021 | $488,000 | +1.2% | 6,592 | -0.6% | 0.03% | +3.1% |
| Q2 2021 | $482,000 | +11.8% | 6,632 | 0.0% | 0.03% | +10.3% |
| Q1 2021 | $431,000 | +69.0% | 6,632 | +65.8% | 0.03% | +31.8% |
| Q4 2020 | $255,000 | +10.4% | 4,000 | +300.0% | 0.02% | -8.3% |
| Q3 2020 | $231,000 | +11.6% | 1,000 | 0.0% | 0.02% | +9.1% |
| Q2 2020 | $207,000 | +25.5% | 1,000 | 0.0% | 0.02% | +10.0% |
| Q1 2020 | $165,000 | -14.9% | 1,000 | 0.0% | 0.02% | +11.1% |
| Q4 2019 | $194,000 | +7.8% | 1,000 | 0.0% | 0.02% | +5.9% |
| Q3 2019 | $180,000 | +0.6% | 1,000 | 0.0% | 0.02% | +6.2% |
| Q2 2019 | $179,000 | +4.1% | 1,000 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $172,000 | +13.9% | 1,000 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $151,000 | -14.7% | 1,000 | 0.0% | 0.02% | -11.1% |
| Q3 2018 | $177,000 | +8.6% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $163,000 | +5.2% | 1,000 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $155,000 | +1.3% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $153,000 | +7.0% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $143,000 | +4.4% | 1,000 | 0.0% | 0.02% | -5.0% |
| Q2 2017 | $137,000 | +3.8% | 1,000 | 0.0% | 0.02% | +17.6% |
| Q1 2017 | $132,000 | +8.2% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $122,000 | -13.5% | 1,000 | -14.0% | 0.02% | -10.5% |
| Q3 2016 | $141,000 | +3.7% | 1,163 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $136,000 | – | 1,163 | – | 0.02% | – |
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% |