ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,132,762 | -2.9% | 16,556 | 0.0% | 0.38% | +1.3% |
| Q2 2023 | $1,166,867 | +10.3% | 16,556 | 0.0% | 0.38% | +22.6% |
| Q1 2023 | $1,057,763 | +9.2% | 16,556 | 0.0% | 0.31% | -22.1% |
| Q4 2022 | $968,526 | +1.1% | 16,556 | 0.0% | 0.40% | +0.3% |
| Q3 2022 | $958,000 | -4.1% | 16,556 | 0.0% | 0.40% | +9.1% |
| Q2 2022 | $999,000 | -21.0% | 16,556 | 0.0% | 0.36% | -4.5% |
| Q1 2022 | $1,264,000 | -8.7% | 16,556 | 0.0% | 0.38% | +19.1% |
| Q4 2021 | $1,385,000 | +13.2% | 16,556 | 0.0% | 0.32% | -13.3% |
| Q3 2021 | $1,224,000 | +1.7% | 16,556 | 0.0% | 0.37% | -3.7% |
| Q2 2021 | $1,204,000 | +11.7% | 16,556 | 0.0% | 0.38% | +8.2% |
| Q1 2021 | $1,078,000 | +2.0% | 16,556 | 0.0% | 0.35% | -4.1% |
| Q4 2020 | $1,057,000 | +10.6% | 16,556 | +300.0% | 0.37% | -18.7% |
| Q3 2020 | $956,000 | +11.3% | 4,139 | 0.0% | 0.45% | -8.1% |
| Q2 2020 | $859,000 | +25.8% | 4,139 | 0.0% | 0.49% | -13.0% |
| Q1 2020 | $683,000 | -14.7% | 4,139 | 0.0% | 0.57% | +14.5% |
| Q4 2019 | $801,000 | +7.5% | 4,139 | 0.0% | 0.50% | -18.2% |
| Q3 2019 | $745,000 | +0.4% | 4,139 | 0.0% | 0.61% | +2.4% |
| Q2 2019 | $742,000 | – | 4,139 | – | 0.59% | – |
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% |