ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,078,208 | -2.3% | 15,758 | +0.7% | 0.90% | +16.2% |
Q2 2023 | $1,103,271 | +9.2% | 15,653 | -1.0% | 0.78% | +13.9% |
Q1 2023 | $1,010,208 | +18.8% | 15,811 | +8.8% | 0.68% | -24.1% |
Q4 2022 | $850,000 | +2.0% | 14,527 | +0.9% | 0.90% | +30.9% |
Q3 2022 | $833,000 | -12.8% | 14,391 | -9.0% | 0.69% | -18.0% |
Q2 2022 | $955,000 | -35.2% | 15,819 | -18.0% | 0.84% | -2.1% |
Q1 2022 | $1,474,000 | -11.3% | 19,296 | -2.8% | 0.86% | -8.4% |
Q4 2021 | $1,661,000 | +8.8% | 19,852 | -3.9% | 0.93% | -13.8% |
Q3 2021 | $1,527,000 | -14.1% | 20,667 | -15.5% | 1.08% | -23.2% |
Q2 2021 | $1,778,000 | +35.3% | 24,458 | +21.2% | 1.41% | -18.4% |
Q1 2021 | $1,314,000 | +2.4% | 20,179 | +0.4% | 1.73% | +25.8% |
Q4 2020 | $1,283,000 | +9.4% | 20,107 | +296.1% | 1.38% | +4.6% |
Q3 2020 | $1,173,000 | +18.1% | 5,076 | +6.0% | 1.32% | +8.9% |
Q2 2020 | $993,000 | +25.2% | 4,788 | -0.4% | 1.21% | +16.3% |
Q1 2020 | $793,000 | -7.7% | 4,806 | +8.4% | 1.04% | +17.7% |
Q4 2019 | $859,000 | +5.1% | 4,435 | -2.2% | 0.88% | -3.2% |
Q3 2019 | $817,000 | +2.3% | 4,536 | +1.7% | 0.91% | +8.7% |
Q2 2019 | $799,000 | +5.5% | 4,458 | +1.5% | 0.84% | +11.0% |
Q1 2019 | $757,000 | +11.7% | 4,393 | -2.4% | 0.76% | -13.8% |
Q4 2018 | $678,000 | -16.2% | 4,501 | -1.4% | 0.88% | +5.5% |
Q3 2018 | $809,000 | +2.9% | 4,565 | -5.6% | 0.83% | -11.8% |
Q2 2018 | $786,000 | +14.1% | 4,835 | +8.8% | 0.94% | +7.4% |
Q1 2018 | $689,000 | -11.0% | 4,444 | -12.3% | 0.88% | -9.7% |
Q4 2017 | $774,000 | -2.6% | 5,066 | -8.6% | 0.97% | -4.9% |
Q3 2017 | $795,000 | +6.9% | 5,540 | +1.9% | 1.02% | +8.8% |
Q2 2017 | $744,000 | +10.7% | 5,437 | +6.3% | 0.94% | +9.2% |
Q1 2017 | $672,000 | +6.3% | 5,113 | -1.4% | 0.86% | +13.0% |
Q4 2016 | $632,000 | +1.9% | 5,187 | +1.8% | 0.76% | -15.3% |
Q3 2016 | $620,000 | -1.1% | 5,097 | -5.3% | 0.90% | 0.0% |
Q2 2016 | $627,000 | +57.1% | 5,381 | +56.1% | 0.90% | +48.5% |
Q1 2016 | $399,000 | +129.3% | 3,447 | +129.6% | 0.60% | +119.6% |
Q4 2015 | $174,000 | +4.2% | 1,501 | -2.9% | 0.28% | 0.0% |
Q3 2015 | $167,000 | – | 1,546 | – | 0.28% | – |
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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% |