ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $442,677 | +48.1% | 6,470 | +52.6% | 0.04% | +29.6% |
Q2 2023 | $298,835 | +22.6% | 4,240 | +1.8% | 0.03% | 0.0% |
Q4 2022 | $243,652 | -12.7% | 4,165 | -9.9% | 0.03% | +22.7% |
Q2 2022 | $279,000 | -66.3% | 4,625 | -53.2% | 0.02% | -57.7% |
Q4 2021 | $827,000 | +36.7% | 9,879 | +20.6% | 0.05% | +40.5% |
Q3 2021 | $605,000 | +127.4% | 8,192 | +124.3% | 0.04% | +131.2% |
Q2 2021 | $266,000 | -85.8% | 3,653 | -87.6% | 0.02% | -83.0% |
Q4 2020 | $1,873,000 | +739.9% | 29,343 | +2940.7% | 0.09% | +571.4% |
Q3 2020 | $223,000 | -89.5% | 965 | -90.6% | 0.01% | -87.5% |
Q2 2020 | $2,123,000 | +698.1% | 10,233 | +593.3% | 0.11% | +348.0% |
Q3 2019 | $266,000 | +1.9% | 1,476 | -12.1% | 0.02% | -51.0% |
Q1 2018 | $261,000 | -56.1% | 1,680 | -56.9% | 0.05% | -92.8% |
Q4 2017 | $595,000 | +6.1% | 3,898 | -0.3% | 0.71% | +138.1% |
Q3 2017 | $561,000 | -39.6% | 3,911 | -42.4% | 0.30% | -14.6% |
Q2 2017 | $929,000 | +103.3% | 6,790 | +95.3% | 0.35% | +74.1% |
Q1 2017 | $457,000 | +100.4% | 3,477 | +85.3% | 0.20% | -57.5% |
Q4 2016 | $228,000 | -28.8% | 1,876 | -28.7% | 0.47% | +168.8% |
Q3 2016 | $320,000 | – | 2,630 | – | 0.18% | – |
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% |