ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,842,140 | -11.7% | 26,924 | -9.0% | 1.05% | +0.7% |
| Q2 2023 | $2,085,080 | +10.3% | 29,584 | 0.0% | 1.04% | +16.3% |
| Q1 2023 | $1,890,122 | +109092.5% | 29,584 | 0.0% | 0.89% | -8.5% |
| Q4 2022 | $1,731 | -99.9% | 29,584 | 0.0% | 0.98% | -9.2% |
| Q3 2022 | $1,711,000 | +196.0% | 29,584 | +208.7% | 1.08% | +175.9% |
| Q2 2022 | $578,000 | -42.6% | 9,584 | -27.3% | 0.39% | -58.3% |
| Q1 2022 | $1,007,000 | -8.7% | 13,184 | 0.0% | 0.94% | +30.4% |
| Q4 2021 | $1,103,000 | +13.2% | 13,184 | 0.0% | 0.72% | -0.6% |
| Q3 2021 | $974,000 | +1.6% | 13,184 | 0.0% | 0.72% | +14.8% |
| Q2 2021 | $959,000 | +11.8% | 13,184 | 0.0% | 0.63% | -6.3% |
| Q1 2021 | $858,000 | +27.7% | 13,184 | +25.3% | 0.67% | +19.8% |
| Q4 2020 | $672,000 | +10.5% | 10,524 | +300.0% | 0.56% | -4.9% |
| Q3 2020 | $608,000 | +69.4% | 2,631 | +52.0% | 0.59% | +36.7% |
| Q2 2020 | $359,000 | +25.5% | 1,731 | 0.0% | 0.43% | +5.9% |
| Q1 2020 | $286,000 | -14.6% | 1,731 | 0.0% | 0.41% | +15.6% |
| Q4 2019 | $335,000 | +7.4% | 1,731 | 0.0% | 0.35% | -2.5% |
| Q3 2019 | $312,000 | +0.6% | 1,731 | 0.0% | 0.36% | +1.4% |
| Q2 2019 | $310,000 | +4.0% | 1,731 | 0.0% | 0.36% | +4.4% |
| Q1 2019 | $298,000 | +14.2% | 1,731 | 0.0% | 0.34% | +42.1% |
| Q4 2018 | $261,000 | -7.1% | 1,731 | 0.0% | 0.24% | -30.6% |
| Q2 2018 | $281,000 | +4.9% | 1,731 | 0.0% | 0.35% | +19.3% |
| Q1 2018 | $268,000 | +1.5% | 1,731 | 0.0% | 0.29% | +1.8% |
| Q4 2017 | $264,000 | +6.5% | 1,731 | 0.0% | 0.28% | +9.2% |
| Q3 2017 | $248,000 | +4.6% | 1,731 | 0.0% | 0.26% | -50.3% |
| Q2 2017 | $237,000 | +3.9% | 1,731 | 0.0% | 0.52% | +82.3% |
| Q1 2017 | $228,000 | +8.1% | 1,731 | 0.0% | 0.29% | -7.1% |
| Q4 2016 | $211,000 | 0.0% | 1,731 | 0.0% | 0.31% | -9.1% |
| Q3 2016 | $211,000 | +5.0% | 1,731 | 0.0% | 0.34% | -35.7% |
| Q1 2016 | $201,000 | – | 1,731 | – | 0.53% | – |
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% |