ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,685,786 | -3.5% | 24,639 | -0.6% | 0.13% | -2.9% |
Q2 2023 | $1,747,482 | +7.6% | 24,794 | -2.5% | 0.14% | -3.5% |
Q1 2023 | $1,624,340 | +0.6% | 25,424 | -7.9% | 0.14% | -11.2% |
Q4 2022 | $1,615,126 | +1.0% | 27,609 | -0.1% | 0.16% | -26.3% |
Q3 2022 | $1,599,000 | -8.7% | 27,634 | -4.8% | 0.22% | -20.5% |
Q2 2022 | $1,752,000 | -39.8% | 29,027 | -23.8% | 0.27% | -31.6% |
Q1 2022 | $2,908,000 | -8.6% | 38,071 | +0.1% | 0.40% | -41.2% |
Q4 2021 | $3,181,000 | +3.2% | 38,016 | -8.8% | 0.68% | +50.0% |
Q3 2021 | $3,082,000 | -9.6% | 41,700 | -11.0% | 0.45% | -10.3% |
Q2 2021 | $3,409,000 | +2.5% | 46,868 | -8.2% | 0.50% | -33.4% |
Q1 2021 | $3,325,000 | +0.5% | 51,069 | -1.5% | 0.76% | +32.8% |
Q4 2020 | $3,310,000 | +1.2% | 51,869 | +266.4% | 0.57% | -10.2% |
Q3 2020 | $3,271,000 | +10.8% | 14,157 | -0.5% | 0.64% | +3.8% |
Q2 2020 | $2,953,000 | +24.0% | 14,232 | -1.4% | 0.61% | -7.4% |
Q1 2020 | $2,381,000 | -15.4% | 14,428 | -0.8% | 0.66% | +5.1% |
Q4 2019 | $2,815,000 | +5.9% | 14,538 | -1.5% | 0.63% | -1.4% |
Q3 2019 | $2,657,000 | -1.5% | 14,759 | -1.9% | 0.64% | -3.8% |
Q2 2019 | $2,697,000 | +7.3% | 15,046 | +3.2% | 0.66% | +5.9% |
Q1 2019 | $2,513,000 | +8.0% | 14,579 | -5.6% | 0.63% | -3.8% |
Q4 2018 | $2,327,000 | -14.9% | 15,442 | 0.0% | 0.65% | +112.1% |
Q3 2018 | $2,736,000 | +4.5% | 15,442 | -4.0% | 0.31% | +1.0% |
Q2 2018 | $2,617,000 | +2.0% | 16,092 | -2.7% | 0.30% | -0.3% |
Q1 2018 | $2,566,000 | -5.8% | 16,547 | -7.2% | 0.30% | -0.7% |
Q4 2017 | $2,724,000 | -5.9% | 17,831 | -11.7% | 0.31% | -11.0% |
Q3 2017 | $2,896,000 | +3.4% | 20,189 | -1.4% | 0.34% | -0.6% |
Q2 2017 | $2,802,000 | -4.0% | 20,473 | -7.8% | 0.35% | -5.4% |
Q1 2017 | $2,919,000 | +3.5% | 22,196 | -4.1% | 0.37% | -1.9% |
Q4 2016 | $2,819,000 | -7.2% | 23,145 | -7.3% | 0.37% | -8.1% |
Q3 2016 | $3,037,000 | +3.8% | 24,961 | -0.5% | 0.41% | +0.2% |
Q2 2016 | $2,925,000 | +1.6% | 25,086 | +1.0% | 0.41% | +1.5% |
Q1 2016 | $2,880,000 | -1.0% | 24,849 | -1.1% | 0.40% | -4.5% |
Q4 2015 | $2,908,000 | +2.0% | 25,113 | -5.1% | 0.42% | -3.9% |
Q3 2015 | $2,852,000 | -8.2% | 26,459 | -3.0% | 0.44% | +20.8% |
Q2 2015 | $3,107,000 | -4.8% | 27,286 | -4.7% | 0.36% | -9.8% |
Q1 2015 | $3,263,000 | +1.7% | 28,638 | -0.4% | 0.40% | -19.0% |
Q4 2014 | $3,210,000 | +3.1% | 28,763 | -1.3% | 0.49% | +1.4% |
Q3 2014 | $3,113,000 | -0.5% | 29,138 | -2.1% | 0.49% | +1.0% |
Q2 2014 | $3,130,000 | +1.5% | 29,753 | -3.7% | 0.48% | -2.4% |
Q1 2014 | $3,085,000 | +0.8% | 30,899 | -0.3% | 0.49% | -2.2% |
Q4 2013 | $3,062,000 | +7.7% | 31,004 | -2.5% | 0.50% | -7.0% |
Q3 2013 | $2,842,000 | -5.3% | 31,797 | -11.0% | 0.54% | -0.5% |
Q2 2013 | $3,000,000 | – | 35,711 | – | 0.55% | – |
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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% |