ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,897 | -2.9% | 5,728 | 0.0% | 0.22% | +3.2% |
| Q2 2023 | $403,696 | +7.9% | 5,728 | -2.1% | 0.22% | -3.5% |
| Q1 2023 | $373,967 | +3.2% | 5,853 | -5.5% | 0.23% | -1.3% |
| Q4 2022 | $362,411 | +32.3% | 6,195 | +31.0% | 0.23% | +13.9% |
| Q3 2022 | $274,000 | -11.3% | 4,728 | -7.6% | 0.20% | -7.8% |
| Q2 2022 | $309,000 | -16.9% | 5,118 | +5.0% | 0.22% | -3.5% |
| Q1 2022 | $372,000 | -31.2% | 4,876 | -24.5% | 0.23% | -30.5% |
| Q4 2021 | $541,000 | -22.8% | 6,461 | -31.9% | 0.32% | -28.7% |
| Q3 2021 | $701,000 | -3.4% | 9,484 | -4.9% | 0.46% | -3.2% |
| Q2 2021 | $726,000 | +49.7% | 9,976 | +33.9% | 0.47% | +44.9% |
| Q1 2021 | $485,000 | +21.6% | 7,453 | +19.4% | 0.32% | +8.3% |
| Q4 2020 | $399,000 | +27.5% | 6,244 | +361.5% | 0.30% | +7.5% |
| Q3 2020 | $313,000 | -5.7% | 1,353 | -15.6% | 0.28% | -19.8% |
| Q2 2020 | $332,000 | +1.2% | 1,604 | -19.5% | 0.35% | -20.7% |
| Q1 2020 | $328,000 | -23.9% | 1,992 | -10.6% | 0.44% | +21.3% |
| Q4 2019 | $431,000 | – | 2,227 | – | 0.36% | – |
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% |