ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,328,451 | +0.7% | 647,887 | +3.8% | 0.38% | +1.9% |
| Q2 2023 | $44,008,887 | -26.6% | 624,417 | -33.5% | 0.37% | -38.0% |
| Q1 2023 | $59,993,400 | -0.2% | 939,011 | -8.6% | 0.60% | -9.6% |
| Q4 2022 | $60,095,931 | -0.8% | 1,027,281 | -1.9% | 0.67% | -12.9% |
| Q3 2022 | $60,561,000 | -0.8% | 1,046,866 | +3.5% | 0.76% | -8.4% |
| Q2 2022 | $61,027,000 | -36.2% | 1,011,225 | -19.2% | 0.84% | -31.5% |
| Q1 2022 | $95,603,000 | +103.7% | 1,251,674 | +123.1% | 1.22% | +83.3% |
| Q4 2021 | $46,940,000 | +11.4% | 561,018 | -1.6% | 0.66% | -5.4% |
| Q3 2021 | $42,125,000 | +1.2% | 569,945 | -0.4% | 0.70% | -8.6% |
| Q2 2021 | $41,608,000 | +27.8% | 572,089 | +14.4% | 0.77% | +14.9% |
| Q1 2021 | $32,566,000 | +2438.3% | 500,162 | +2387.6% | 0.67% | +1867.6% |
| Q4 2020 | $1,283,000 | +10.5% | 20,106 | +300.1% | 0.03% | -2.9% |
| Q3 2020 | $1,161,000 | +19.2% | 5,025 | +7.1% | 0.04% | +16.7% |
| Q2 2020 | $974,000 | -96.0% | 4,692 | -96.8% | 0.03% | -96.3% |
| Q1 2020 | $24,202,000 | +92984.6% | 146,638 | +106935.0% | 0.80% | +80300.0% |
| Q4 2019 | $26,000 | +8.3% | 137 | +0.7% | 0.00% | 0.0% |
| Q3 2019 | $24,000 | -14.3% | 136 | -12.8% | 0.00% | 0.0% |
| Q2 2019 | $28,000 | -3.4% | 156 | -7.7% | 0.00% | 0.0% |
| Q1 2019 | $29,000 | +45.0% | 169 | +26.1% | 0.00% | 0.0% |
| Q4 2018 | $20,000 | -16.7% | 134 | +0.8% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | +9.1% | 133 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | +29.4% | 133 | +8.1% | 0.00% | -50.0% |
| Q2 2017 | $17,000 | -71.7% | 123 | -75.1% | 0.00% | -66.7% |
| Q3 2016 | $60,000 | +500.0% | 494 | +467.8% | 0.01% | +500.0% |
| Q2 2016 | $10,000 | -98.1% | 87 | -98.3% | 0.00% | -99.6% |
| Q2 2014 | $530,000 | +5.4% | 5,034 | 0.0% | 0.24% | +8.6% |
| Q1 2014 | $503,000 | – | 5,034 | – | 0.22% | – |
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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% |