ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,819,426 | +8.2% | 26,592 | +11.4% | 0.33% | +15.5% |
Q2 2023 | $1,682,148 | +2.2% | 23,867 | -7.4% | 0.28% | -9.6% |
Q1 2023 | $1,646,696 | +6.0% | 25,774 | -3.0% | 0.31% | -4.0% |
Q4 2022 | $1,553,749 | -6.5% | 26,560 | -7.5% | 0.33% | -12.3% |
Q3 2022 | $1,662,000 | -5.6% | 28,723 | -1.5% | 0.37% | +7.8% |
Q2 2022 | $1,760,000 | -17.3% | 29,165 | +4.7% | 0.35% | +0.6% |
Q1 2022 | $2,127,000 | -11.9% | 27,854 | -3.5% | 0.34% | -12.5% |
Q4 2021 | $2,414,000 | +23.8% | 28,855 | +9.4% | 0.39% | +14.9% |
Q3 2021 | $1,950,000 | -8.9% | 26,378 | -10.4% | 0.34% | -9.0% |
Q2 2021 | $2,141,000 | +10.2% | 29,443 | -1.3% | 0.38% | +1.9% |
Q1 2021 | $1,942,000 | +4.0% | 29,824 | +1.9% | 0.37% | -0.5% |
Q4 2020 | $1,868,000 | +4.6% | 29,276 | +279.0% | 0.37% | -8.8% |
Q3 2020 | $1,785,000 | +13.9% | 7,724 | +2.3% | 0.41% | +6.0% |
Q2 2020 | $1,567,000 | +493.6% | 7,553 | +454.6% | 0.38% | +540.0% |
Q4 2019 | $264,000 | -88.7% | 1,362 | -89.5% | 0.06% | -89.8% |
Q3 2019 | $2,338,000 | -6.7% | 12,987 | -15.7% | 0.59% | -26.3% |
Q2 2018 | $2,507,000 | +0.4% | 15,406 | -3.6% | 0.80% | +8.6% |
Q1 2018 | $2,497,000 | +90.2% | 15,980 | +87.5% | 0.74% | +142.9% |
Q4 2017 | $1,313,000 | -42.6% | 8,523 | -46.7% | 0.30% | -59.3% |
Q3 2017 | $2,289,000 | +55.0% | 15,985 | +48.2% | 0.74% | +83.3% |
Q2 2017 | $1,477,000 | – | 10,787 | – | 0.41% | – |
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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% |