ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,022 | -2.9% | 4,195 | 0.0% | 0.03% | -18.9% |
| Q2 2023 | $295,664 | +18.2% | 4,195 | -1.9% | 0.04% | +5.7% |
| Q4 2022 | $250,088 | -11.0% | 4,275 | -11.9% | 0.04% | -22.2% |
| Q3 2022 | $281,000 | -4.1% | 4,852 | 0.0% | 0.04% | +4.7% |
| Q2 2022 | $293,000 | -27.8% | 4,852 | 0.0% | 0.04% | -37.7% |
| Q4 2021 | $406,000 | +13.1% | 4,852 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $359,000 | +1.7% | 4,852 | +1274.5% | 0.07% | +3.0% |
| Q2 2021 | $353,000 | +11.7% | 353 | -92.7% | 0.07% | +6.5% |
| Q1 2021 | $316,000 | +1.9% | 4,852 | 0.0% | 0.06% | +8.8% |
| Q4 2020 | $310,000 | +10.7% | 4,852 | +300.0% | 0.06% | -1.7% |
| Q3 2020 | $280,000 | +11.1% | 1,213 | 0.0% | 0.06% | +3.6% |
| Q2 2020 | $252,000 | +26.0% | 1,213 | 0.0% | 0.06% | +12.0% |
| Q1 2020 | $200,000 | -14.9% | 1,213 | 0.0% | 0.05% | -3.8% |
| Q4 2019 | $235,000 | +7.8% | 1,213 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $218,000 | +0.5% | 1,213 | 0.0% | 0.05% | -7.0% |
| Q2 2019 | $217,000 | +3.8% | 1,213 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $209,000 | +14.2% | 1,213 | 0.0% | 0.06% | +1.8% |
| Q4 2018 | $183,000 | +47.6% | 1,213 | +73.0% | 0.06% | +33.3% |
| Q3 2018 | $124,000 | +853.8% | 701 | +776.2% | 0.04% | +740.0% |
| Q2 2018 | $13,000 | – | 80 | – | 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% |