ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,842 | -2.9% | 480 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $33,830 | +10.3% | 480 | 0.0% | 0.01% | +11.1% |
| Q1 2023 | $30,667 | +109425.0% | 480 | 0.0% | 0.01% | – |
| Q4 2022 | $28 | -100.0% | 480 | -21.1% | 0.00% | – |
| Q2 2019 | $108,000 | -99.9% | 608 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $91,607,000 | -63.3% | 608 | -77.7% | 0.03% | -57.5% |
| Q3 2018 | $249,464,000 | +150.8% | 2,729 | +348.8% | 0.08% | +128.6% |
| Q2 2018 | $99,451,000 | +8.1% | 608 | 0.0% | 0.04% | -31.4% |
| Q1 2018 | $92,002,000 | -4.1% | 608 | 0.0% | 0.05% | -1.9% |
| Q4 2017 | $95,984,000 | +8.7% | 608 | 0.0% | 0.05% | -1.9% |
| Q3 2017 | $88,324,000 | +5.6% | 608 | 0.0% | 0.05% | -3.6% |
| Q2 2017 | $83,612,000 | +4.8% | 608 | 0.0% | 0.06% | +44.7% |
| Q1 2017 | $79,782,000 | – | 608 | – | 0.04% | – |
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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% |