ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 752 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $18,000 | -40.0% | 322 | -35.7% | 0.01% | -40.0% |
| Q2 2022 | $30,000 | -26.8% | 501 | -7.2% | 0.01% | -9.1% |
| Q1 2022 | $41,000 | -6.8% | 540 | +0.6% | 0.01% | -8.3% |
| Q4 2021 | $44,000 | +12.8% | 537 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $39,000 | 0.0% | 537 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $39,000 | +14.7% | 536 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $34,000 | +41.7% | 536 | +38.1% | 0.01% | +37.5% |
| Q4 2020 | $24,000 | -20.0% | 388 | +191.7% | 0.01% | -27.3% |
| Q3 2020 | $30,000 | +50.0% | 133 | +37.1% | 0.01% | +57.1% |
| Q2 2020 | $20,000 | +5.3% | 97 | -19.2% | 0.01% | 0.0% |
| Q1 2020 | $19,000 | -17.4% | 120 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $23,000 | +9.5% | 120 | 0.0% | 0.01% | +14.3% |
| Q3 2019 | $21,000 | 0.0% | 120 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $21,000 | +40.0% | 120 | +31.9% | 0.01% | +60.0% |
| Q1 2019 | $15,000 | +15.4% | 91 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $13,000 | +160.0% | 91 | +213.8% | 0.01% | +150.0% |
| Q3 2018 | $5,000 | +25.0% | 29 | +11.5% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | -20.0% | 26 | -31.6% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | -99.1% | 38 | -99.1% | 0.00% | -99.3% |
| Q2 2017 | $547,000 | +5977.8% | 4,004 | +5033.3% | 0.28% | +5540.0% |
| Q1 2016 | $9,000 | – | 78 | – | 0.01% | – |
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% |