ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 575 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,686,264 | -4.0% | 53,877 | -1.1% | 0.07% | -1.4% |
| Q2 2023 | $3,839,398 | +10.2% | 54,475 | -0.1% | 0.07% | +1.4% |
| Q1 2023 | $3,485,199 | +28.0% | 54,550 | +17.2% | 0.07% | +21.1% |
| Q4 2022 | $2,723,175 | +1.1% | 46,550 | 0.0% | 0.06% | -6.6% |
| Q3 2022 | $2,693,000 | -5.9% | 46,550 | -1.8% | 0.06% | +1.7% |
| Q2 2022 | $2,862,000 | -21.0% | 47,423 | 0.0% | 0.06% | -6.2% |
| Q1 2022 | $3,622,000 | -8.7% | 47,423 | 0.0% | 0.06% | -1.5% |
| Q4 2021 | $3,968,000 | +13.2% | 47,423 | 0.0% | 0.06% | +3.2% |
| Q3 2021 | $3,505,000 | +1.5% | 47,423 | -0.1% | 0.06% | 0.0% |
| Q2 2021 | $3,452,000 | +11.4% | 47,468 | -0.2% | 0.06% | +3.3% |
| Q1 2021 | $3,098,000 | +2.7% | 47,584 | +0.6% | 0.06% | -6.2% |
| Q4 2020 | $3,018,000 | +23.0% | 47,284 | +345.4% | 0.06% | +8.3% |
| Q3 2020 | $2,453,000 | +5.2% | 10,617 | -5.5% | 0.06% | -3.2% |
| Q2 2020 | $2,332,000 | +12.3% | 11,238 | -10.7% | 0.06% | -8.8% |
| Q1 2020 | $2,077,000 | +2.1% | 12,586 | +19.8% | 0.07% | +23.6% |
| Q4 2019 | $2,034,000 | +7.6% | 10,505 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $1,891,000 | +0.4% | 10,505 | 0.0% | 0.06% | -3.5% |
| Q2 2019 | $1,883,000 | +5.5% | 10,505 | +1.4% | 0.06% | 0.0% |
| Q1 2019 | $1,785,000 | +16.7% | 10,355 | +2.0% | 0.06% | -1.7% |
| Q4 2018 | $1,529,000 | -15.1% | 10,150 | -0.2% | 0.06% | 0.0% |
| Q3 2018 | $1,801,000 | +9.2% | 10,168 | +0.2% | 0.06% | +3.6% |
| Q2 2018 | $1,650,000 | +4.8% | 10,150 | 0.0% | 0.06% | -6.7% |
| Q1 2018 | $1,574,000 | -17.7% | 10,150 | -18.9% | 0.06% | -15.5% |
| Q4 2017 | $1,912,000 | +6.5% | 12,513 | 0.0% | 0.07% | +1.4% |
| Q3 2017 | $1,795,000 | +4.8% | 12,513 | 0.0% | 0.07% | +6.1% |
| Q2 2017 | $1,712,000 | +4.0% | 12,513 | 0.0% | 0.07% | +3.1% |
| Q1 2017 | $1,646,000 | +8.6% | 12,513 | +0.5% | 0.06% | +1.6% |
| Q4 2016 | $1,516,000 | +0.1% | 12,449 | 0.0% | 0.06% | 0.0% |
| Q3 2016 | $1,515,000 | -13.9% | 12,449 | -17.6% | 0.06% | -19.2% |
| Q2 2016 | $1,760,000 | +0.6% | 15,100 | 0.0% | 0.08% | +1.3% |
| Q1 2016 | $1,750,000 | +2.8% | 15,100 | +2.7% | 0.08% | -2.5% |
| Q4 2015 | $1,702,000 | +7.4% | 14,700 | 0.0% | 0.08% | +3.9% |
| Q3 2015 | $1,585,000 | -7.7% | 14,700 | -2.5% | 0.08% | -1.3% |
| Q2 2015 | $1,717,000 | -29.2% | 15,075 | -29.2% | 0.08% | -30.6% |
| Q1 2015 | $2,426,000 | +53.1% | 21,291 | +43.5% | 0.11% | +40.5% |
| Q3 2014 | $1,585,000 | +1.6% | 14,833 | 0.0% | 0.08% | -1.2% |
| Q2 2014 | $1,560,000 | +5.3% | 14,833 | 0.0% | 0.08% | -3.6% |
| Q1 2014 | $1,481,000 | +1.1% | 14,833 | 0.0% | 0.08% | +2.5% |
| Q4 2013 | $1,465,000 | +10.5% | 14,833 | 0.0% | 0.08% | +6.6% |
| Q3 2013 | $1,326,000 | +6.4% | 14,833 | 0.0% | 0.08% | +7.0% |
| Q2 2013 | $1,246,000 | – | 14,833 | – | 0.07% | – |
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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% |